Jay Financial Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

5601 S Broadway Ste 395, Littleton, Colo...

Phone Number

(303) 260-7494

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Jay Financial Group

Jay Financial Group is a boutique investment advisory firm dedicated to helping clients achieve their financial dreams through personalized guidance and a commitment to fiduciary standards. They prioritize trust, honesty, and integrity in their relationships, focusing on holistic financial planning that encompasses retirement, investment, estate, insurance, and tax services. The firm aims to educate clients and foster financial independence by simplifying the investment process. Their target clients include individuals and families seeking a reliable partner in navigating their financial futures.Explore more
Jay Financial Group's Social MediaPopular SearchesJay Financial Group IncJay Financial IncJay Financial Advisors IncJay Financial Advisors LLPFinancial Group IncSIC Code 62,628NAICS Code 52,523Show more

Jay Financial Group Org Chart

PhoneEmail
CJ
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Financial Advisor

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BJ
United States flag for contact location.

Assistant

PhoneEmail
TV
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Administrative Assistant

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jay Financial Group

<$5M
1-10
Private
-
2002
CJ
Charlotte JayFinancial Advisor
$5.4M
1-10
Private
-
1986
LT
Lucas ThomasManager, Operations
<$5M
1-10
Private
-
-
DH
Dale HutchinsonSenior Project Manager
<$5M
1-10
Private
-
-
VP
Vicki PortincasoSenior Executive Assistant & Director, Operations
<$5M
1-10
Private
-
1991
PO
Paul OrazioFinancial Planner & President & Co-Founder
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2005
DD
David DonatFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jay Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jay Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jay Financial Group.

Jay Financial Group Tech Stack

A closer look at the technologies used by Jay Financial Group

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Frequently Asked Questions Regarding Jay Financial Group

What is Jay Financial Group's official website?
Jay Financial Group's official website is www.jayfinancialgroup.com
What is Jay Financial Group's Revenue?
Jay Financial Group's revenue is <$5 Million
What is Jay Financial Group's SIC code?
Jay Financial Group's SIC: 62,628
What is Jay Financial Group's NAICS code?
Jay Financial Group's NAICS: 52,523
How many employees does Jay Financial Group have?
Jay Financial Group has 1-10 employees
What industry does Jay Financial Group belong to?
Jay Financial Group is in the industry of: Finance, Securities Trading
What is Jay Financial Group competition?
Jay Financial Group top competitors include: Wichman & Newell Financial Advisors, Whetstone Financial, Peterson Wealth Advisors, Orazio Financial Services
What technology does Jay Financial Group use?
Some of the popular technologies that Jay Financial Group uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Jay Financial Group?
Jay Financial Group contact info: Phone number: (303) 260-7494 Website: www.jayfinancialgroup.com
What does Jay Financial Group do?

Jay Financial Group is a boutique investment advisory firm dedicated to helping clients achieve their financial dreams through personalized guidance and a commitment to fiduciary standards. They prioritize trust, honesty, and integrity in their relationships, focusing on holistic financial planning that encompasses retirement, investment, estate, i... nsurance, and tax services. The firm aims to educate clients and foster financial independence by simplifying the investment process. Their target clients include individuals and families seeking a reliable partner in navigating their financial futures.Read More

What are Jay Financial Group social media links?
Jay Financial Group Facebook page
Is Jay Financial Group a public company?
Jay Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Jay Financial Group

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