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Jay Lee (CFA, CFP®)

Jay Lee focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Entrepreneurs

Planning Specialties

Serving working professionals and young families

Additional Information

Based in Jersey City, serving clients nationwide

NAPFA Start Date

October 26, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

202 8th Street Floor 2 Jersey City, NJ 07302 Phone: 9735448061
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