Jay Irving

About Jay Irving

Jay has over 30 years’ experience as a financial advisor and prides himself on developing…

Experience

1. Investment Consultant

   LPL Financial

   Jun 1996 — Present · Rockland, MA

   Jay is an Investment Consultant with LPL Financial, the nation’s largest independent broker/dealer.* He works closely with families throughout the South Shore and Cape Cod, acting as their “Family CFO” and taking care of them with the same passion and support that he would use for his own family. He specializes in retirement and estate planning and has over 30 years of experience in the financial services industry.Jay works diligently and listens intently to crystallize his clients’ financial goals. He then develops a comprehensive plan to work toward these goals. With careful research and industry knowledge, he frequently monitors the plan to make mid-course corrections when necessary. Because of this planning-driven approach, long-term relationships are the cornerstone of his practice. Jay’s approach is a perfect match for individuals who desire a well-conceived financial plan stressing long-term, value-oriented investing supported by effective tax and estate planning strategies.* As reported in Financial Planning magazine 19••••19, based on total revenues.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to contact info above.For a list of states in which I am/we are registered to do business, please visit party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.