Jay M. Douglas,  CFP<sup>&reg;</sup> - Financial Advisor

Jay M. Douglas, CFP®

MSF ChFC® AIF®

Partner, Chief Investment Strategist

WealthSpring

5000 Airport Plaza Dr, Ste 245
Long Beach, CA 90815-1368

WealthSpring

One Park Plaza, Suite 600
Irvine, CA 92614
FINANCIAL ADVISOR'S WEBSITE
(800) 833-1446
(562) 491-4410

General

Jay Douglas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthSpring in Long Beach, CA and the surrounding communities.

Financial Advisor Overview

Jay M. Douglas (CA Insurance Lic# 0C78522) is an Investment Adviser Representative with and offers advisory services through WealthSpring Partners LLC, a Registered Investment Adviser. Fixed insurance products and services offered through WealthSpring Partners LLC, or CES Insurance Agency.

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Financial Advisor Experience

Jay has focused his career on creating investment strategies for affluent investors looking to grow their wealth while taking into account prudent risk control measures. As Chief Investment Strategist, Jay oversees the portfolio management team including investment selection and portfolio construction for clients.

His career began as a financial planner at the Irvine, CA office of American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999. During his time at Ameriprise Financial Jay climbed the ranks to Senior Financial Planner, and became a member of the Platinum Financial Services Group (2007) and Circle of Success (2006) while earning the Chairman’s Award for Quality Financial Planning Services (2003). In 2009, Jay formed Douglas, Athans & Associates WealthManagement Group in San Luis Obispo, CA along with Ted Athans. Jay and Ted teamed with John and Leslie to form WealthSpring in 2016.

Jay has a BA in Business Administration (Finance: Financial Planning and Investment Advisory) from CSU Fullerton and a Master of Science in Finance (Financial Analysis) from College for Financial Planning. In addition to his Masters degree, Jay holds graduate certificates in Financial Portfolio Management and Financial Analysis from the College for Financial Planning. Jay is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® and Accredited Investment Fiduciary®.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Master of Science in Finance, Financial Analysis Major

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources