Having a background in engineering, I was always very analytical. Seeing investments grow exponentially over time has always fascinated me. What my financial advisor did for me early on was to encourage me to focus on quality and a long-term strategy.
When I had the opportunity to change my career, I asked my uncle, who had spent his life in the financial industry, what he thought about Edward Jones. He gave me the thumbs up and started me on the path I have enjoyed for over 20 years.
I started with Edward Jones in November of 1998. Through some unfortunate events in my family life, I stepped away to work for a local bank in Connecticut. I came back to my original office in 2013 and, God willing, will never leave Edward Jones again until I retire.
Outside of work, you will find me enjoying classic and newer specialty cars. Through this hobby, I serve the community and support local charities.
This career is not a stationary one and there is always so much to learn. Along with my bachelor's degree, I have also earned my AAMS® and CFP® professional designations. I want to learn everything I can to help with what is important to my clients and their families. My experiences in life have given me the ability to take time to hear their stories and work to solve their financial goals.
I welcome the opportunity to work with you and your family as well. At Edward Jones, we use an established process to help you build your personalized strategies. It just takes a conversation to get things started, so don't hesitate to give me a call!
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- Special Needs Financial Considerations
My Personal Interests
- Car Restoration
- Vintage Cars
- Movies & Entertainment
- Community Outreach
Office Address587 College Park Road
Ladson, SC 29456 opens in a new window
Mailing AddressP O Box 158
Ladson, SC 29456
Phone NumberJay Palen at (843) 824-5595
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