Jay Lee (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


This Office

Call for an Appointment Jersey City, NJ 07302 Phone: 9735448061