Bringing nearly a decade of experience in the financial services industry, Jay Weislogel has a passion for helping clients find solutions through challenging aspects of managing wealth.
Jay feels strongly about helping people gain financial literacy, as he was not exposed to the world of investments growing up. Today, he considers it a joy and an honor to work with clients through wealth management, especially in regard to portfolio management, retirement planning, and distribution strategies.
Education
Jay earned his bachelor’s degree from William Jessup University in Rocklin, CA. Although he is not currently practicing, he is also an IRS Enrolled Agent, and he holds his FINRA Series 7, 66, and 63 registrations, as well as life and health insurance licenses.
Away From the Office
Originally from Hamilton, OH, Jay now lives in Cincinnati and feels a strong loyalty to the Reds, Bengals, and Bearcats. He also enjoys all things soccer and is a big fan of West Ham United FC. In his free time, Jay loves spending time with his four siblings and his nieces and nephews, as well as driving his 1968 MGB or riding his 1980 Honda motorcycle.
CA Insurance License Number: 1522068. Resident State: OH.