As EVP, director advisor relations, Jay works alongside the executive leadership team to build and foster the growth of Signature’s advisor community through recruiting, transitions, and advisor experiences.
Jay graduated from Oakland University in Rochester, MI, with his Bachelor of Science degree in General Management and holds his FINRA series 7, 24, and 63 licenses. He began his career in financial services in 2010 as a client relationship manager with Raymond James before joining their transition management department. During his nearly ten years in this role, he led transitions totaling over 500 individuals representing over $23 billion in assets under management. After this, Jay took on a new role with Steward Partners Global Advisory as senior VP and head of transitions before making a move to join Signature Wealth’s executive leadership team.
When not in the office, Jay enjoys spending time outdoors and traveling.
Pawleys Island, SC — Signature Wealth Group announced that Michelle Cumbie has joined its growing Pawleys...