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Jay Douglas
Director Ejecutivo en WealthSpring Partners LLC .
Perfil
Mr. Jay M.
Douglas is a Partner & Chief Investment Strategist at WealthSpring Partners LLC.
Mr. Douglas 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, he oversees the portfolio management team and investment selection and portfolio construction for clients.
His career began as a financial planner at the Irvine, California, office of American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999.
During his time there, Mr. Douglas climbed the ranks to senior financial planner.
In 2009, he formed Douglas, Athans & Associates Wealth Management Group in San Luis Obispo, California, along with Ted Athans.
He and Ted teamed with John and Leslie to form WealthSpring in 2016.
He received his undergraduate degree from California State University-Fullerton and a graduate degree from the The College for Financial Planning, Inc. In addition to his master's degree, Mr. Douglas holds certificates in financial portfolio management and financial analysis from the College for Financial Planning.
He is a CERTIFIED FINANCIAL PLANNER professional, Chartered Financial Consultant, and Accredited Investment Fiduciary.
Cargos activos de Jay Douglas
Empresas | Cargo | Inicio |
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WealthSpring Partners LLC
![]() WealthSpring Partners LLC Investment ManagersFinance WealthSpring Partners LLC (WealthSpring) is an independent, SEC-registered investment advisor headquartered in Long Beach, California. The firm was founded by Jay M. Douglas in 2016. WealthSpring offers financial planning and asset management services to individual investors and businesses. | Director Ejecutivo | 01/01/2016 |
Formación de Jay Douglas.
California State University-Fullerton | Undergraduate Degree |
The College for Financial Planning, Inc. | Graduate Degree |
Experiencias
Funciones ocupadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
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WealthSpring Partners LLC
![]() WealthSpring Partners LLC Investment ManagersFinance WealthSpring Partners LLC (WealthSpring) is an independent, SEC-registered investment advisor headquartered in Long Beach, California. The firm was founded by Jay M. Douglas in 2016. WealthSpring offers financial planning and asset management services to individual investors and businesses. | Finance |
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