Prior to co-founding Auric Capital Partners in 2022, Jay was Vice President, Wealth Management Advisor with Merrill Lynch since 2007.
He holds a BA in Business Administration and Leadership from University Concordia Irvine. Jay has a Chartered Retirement Planning Counselor (CRPC) professional designation from the College for Financial Planning. He holds Series 7 and 66 licenses.
Jay, his wife and their two daughters live in Orange County.