Jay GreenburgCRD Number: 6153353
Current Firm: Lefavi Wealth Management
Jay Greenburg (CRD# 6153353) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 9 years of experience in the finance industry. Jay Greenburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Bruce A Lefavi Securities, Inc.||Salt Lake City, UT||May 2018 - Current||4|
|Lefavi Wealth Management||Salt Lake City, UT||May 2018 - Current||4|
|E*trade Securities LLC||Sandy, UT||Oct 2017 - May 2018||< 1|
|E*trade Capital Management LLC||Sandy, UT||Oct 2017 - May 2018||< 1|
|Unemployed||Draper, UT||Jun 2017 - Oct 2017||< 1|
|Td Ameritrade||Draper, UT||Jan 2013 - Jun 2017||4|
|Investools/ Td Ameritrade||Draper, UT||Dec 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management350MILLIONS
Total Number of Accounts1,153ACCOUNTS
Average Account Value$303,929
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, ID, NV, OR, TN, TX, UT, WA
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