Jay R. Spector,  CFP<sup>&reg;</sup> - Financial Advisor

Jay R. Spector, CFP®

Co-CEO, Private Wealth Advisor

EverVest Financial

6909 E Greenway Pkwy, Ste 195
Scottsdale, AZ 85254-2149
FINANCIAL ADVISOR'S WEBSITE
(602) 313-1112

General

Jay Spector is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EverVest Financial in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ, CA, FL
  • Fixed annuities: AZ, AR, CA, CO, FL, GA, ID, IL, IN, KS, MD, MI, MN, MO, NV, NJ, NY, NC, OK, PA, SC, TX, WA, WI, WV
  • Variable annuities: AZ, AR, CA, CO, FL, GA, ID, IL, IN, KS, MD, MI, MN, MO, NV, NJ, NY, NC, OK, PA, SC, TX, WA, WI, WV

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and EverVest Financial are separate entities from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Corporate Finance, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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