Jay Wallace, Financial Advisor located in Muskegon, MI

Financial Advisor
Jay D Wallace Jr

CFP®, AAMS®
333 W Western Ave, Suite 208, Muskegon, MI 49440opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • College Savings
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Golfing
  • Sailing
  • Woodworking

Team Members

  • Emilee Chick
    Sr. Branch Office Administrator
  • Emily Urbaniak
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(231) 799-8899

Fax

(866) 462-4260

Office Address

333 W Western Ave
Suite 208
Muskegon, MI 49440opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.