Jay T. Email
Managing Partner @ 4Point Wealth Management
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Jay T. Location
- Davidson, NC, US
Jay T. Work
- 2024 -now Managing Partner @
- 2021 -2024 Partner, Senior Financial Advisor, 4Point Wealth Management @
- 2007 -2021 Financial Advisor @
- 2005 -2007 Personal Banker @
Jay T. Education
- Yale School of Management
(Investment Management Theory & Practice)
2022-2022 - The University of Chicago Booth School of Business
Certified Private Wealth Advisor® Program (Financial Planning and Services)
2020-2020 - College for Financial Planning
(CERTIFIED FINANCIAL PLANNER™)
2014-2016 - The American College of Financial Services
(Chartered Life Underwriter)
2023 - Nova Southeastern University
Master of Business Administration (MBA) (Finance, General)
2013
Jay T. Summary
- Jay T., based in Davidson, NC, US, is currently a Managing Partner at 4Point Wealth Management. Jay T. brings experience from previous roles at Wells Fargo Advisors and Bank of America. Jay T. holds a 2022 - 2022 Yale School of Management. Jay T. has 1 emails on RocketReach.
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