Skip to Main Content
portrait of Jay Palen
FINANCIAL ADVISOR

Jay Palen

CFP®, AAMS™
408 Brighton Park Blvd, Suite 104, Summerville, SC 29486opens in a new window
CallSend Me a Message

About Jay

Having a background in engineering, I was always very analytical. Seeing investments grow exponentially over time has always fascinated me. Now, I realize the most important thing for my clients is making sure their goals are centered on enjoying life. It just takes a conversation to get things started, so don't hesitate to give me a call!

I started with Edward Jones in November of 1998. Through some unfortunate events in my family life, I stepped away to work for a local bank in Connecticut. I came back to my original office in 2013 and, God willing, will never leave Edward...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Special Needs Financial Considerations

Work History

  • Edward JonesAugust 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Charleston Southern UniversityBachelors

Personal Interests

  • Car Restoration
  • Vintage Cars
  • Movies & Entertainment
  • Community Outreach
  • Architecture

Team Members

  • Melissa Black
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(843) 824-5595

Fax

(877) 222-0491

Office Address

408 Brighton Park Blvd
Suite 104
Summerville, SC 29486opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More