Jay Whited, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • College Savings
  • Military Professionals & Veterans

About Jay

What are you doing to provide for a secure future? As your financial advisor, it is my duty to work with you to help build generational wealth and protect your financial legacy. My clients value professional advice and experience. We focus on developing quantifiable goals and pursuing our investment strategy with clear heads through ever-changing markets and sensational headlines.

Is your financial advisor calling you during market pullbacks? How do you define risk? Do you have a plan for market volatility? Whether you’re a serious long-term investor, a business owner looking for a retirement plan for yourself and your employees,...

Work History

  • Edward JonesOctober 2015 to Current

Education

  • VA Commonwealth UniversityBachelor of Arts

Personal Interests

  • Book Collecting
  • Electronics
  • Hunting
  • Snowboarding
  • Reading

Team Members

  • Lorraine Carter
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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