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

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This Office

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