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Jay Lakhat Email & Phone Number

Senior Vice President-Investments at Wells Fargo Advisors. at Wells Fargo Advisors
Location: Mclean, Virginia, United States 4 work roles 1 school
1 work email found @wellsfargoadvisors.com 1 phone found area 914 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@wellsfargoadvisors.com
Direct phone (914) ***-****
LinkedIn Profile matched
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Current company
Wells Fargo Advisors
Role
Senior Vice President-Investments at Wells Fargo Advisors.
Location
Mclean, Virginia, United States
Company size
15127 employees

Who is Jay Lakhat? Overview

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Quick answer

Jay Lakhat is listed as Senior Vice President-Investments at Wells Fargo Advisors. at Wells Fargo Advisors, a company with 15127 employees, based in Mclean, Virginia, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 914, and a matched LinkedIn profile for Jay Lakhat.

Jay Lakhat previously worked as Senior Vice President- Investments at Wells Fargo Advisors and Vice President, Financial Advisor at Morgan Stanley. Jay Lakhat holds Finance, Business Management from George Mason University.

Company email context

Email format at Wells Fargo Advisors

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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Jay Lakhat. Compare company email patterns before reaching out.

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Profile bio

About Jay Lakhat

I help high net worth families define what is most important to them. I then formulate strategies to help fulfill their specific goals; whether they are in the accumulation phase, retirement phase or working towards solidifying their legacy.General Securities Representative: Series 7Futures Managed Funds : Series 31Municipal Securities Representative: Series 52Uniform Securities Agent Law: Series 63Uniform Investment Advisor Law: Series 65This information is intended for use only by residents of DC, FL, MA, MD, NC, NH, NJ, NY, RI, VA./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Planning, Services, C++, and 4 others.

Current workplace

Jay Lakhat's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Senior Vice President-Investments at Wells Fargo Advisors.
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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Company profile
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4 roles

Jay Lakhat work experience

A career timeline built from the work history available for this profile.

Vice President, Financial Advisor

Morgan Stanley

Mclean, Virginia

As a Finacial Advisor, I assess all aspects of a client's financial life, devise a comprehensive strategy and implement that strategy to help meet their short and long term goals. I use a non emotional, disciplined approach to manage portfolios that take into consideration all risk/reward parameters of a client's specific needs.

Dec 2007 - Nov 2015

Financial Advisor

Merrill Lynch

Washington D.C. Metro Area, United States

Oct 2002 - Dec 2007

Financial Advisor

Olde Discount/H&R Block Financial Advisors

Rockville, MD.

Sep 1999 - Oct 2002
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

JB Jc Briones Jc Briones Colleague at Wells Fargo Advisors San Francisco Bay Area, United States View → MR Marvin Rosario Marvin Rosario Colleague at Wells Fargo Advisors Wayne, Pennsylvania, United States, United States View → LS Lee Smith Lee Smith Colleague at Wells Fargo Advisors Highland, Indiana, United States, United States View → JT Jonathan Thompson Jonathan Thompson Colleague at Wells Fargo Advisors Miami-Fort Lauderdale Area, United States View → KM Kelly Meister Kelly Meister Colleague at Wells Fargo Advisors East Lansing, Michigan, United States, United States View → KF Karen Fountain, Chsnc® Karen Fountain, Chsnc® Colleague at Wells Fargo Advisors Anniston, Alabama, United States, United States View → VG Vicki Guthrie Vicki Guthrie Colleague at Wells Fargo Advisors Greater Chattanooga, United States View → DG David Galluccio David Galluccio Colleague at Wells Fargo Advisors Rancho Santa Fe, California, United States, United States View → SL Sandra Leonard Sandra Leonard Colleague at Wells Fargo Advisors Bangor, Maine, United States, United States View → LH Lou Hicks Lou Hicks Colleague at Wells Fargo Advisors Howell, Michigan, United States, United States View →
1 education record

Jay Lakhat education

  • George Mason University
    George Mason University
    Business Management
FAQ

Frequently asked questions about Jay Lakhat

Quick answers generated from the profile data available on this page.

What company does Jay Lakhat work for?

Jay Lakhat works for Wells Fargo Advisors.

What is Jay Lakhat's role at Wells Fargo Advisors?

Jay Lakhat is listed as Senior Vice President-Investments at Wells Fargo Advisors. at Wells Fargo Advisors.

What is Jay Lakhat's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Jay Lakhat at Wells Fargo Advisors.

What is Jay Lakhat's phone number?

AeroLeads has found 1 phone signal(s) with area code 914 for Jay Lakhat at Wells Fargo Advisors.

Where is Jay Lakhat based?

Jay Lakhat is based in Mclean, Virginia, United States while working with Wells Fargo Advisors.

What companies has Jay Lakhat worked for?

Jay Lakhat has worked for Wells Fargo Advisors, Morgan Stanley, Merrill Lynch, and Olde Discount/H&R Block Financial Advisors.

Who are Jay Lakhat's colleagues at Wells Fargo Advisors?

Jay Lakhat's colleagues at Wells Fargo Advisors include Jc Briones, Marvin Rosario, Lee Smith, Jonathan Thompson, and Kelly Meister.

How can I contact Jay Lakhat?

You can use AeroLeads to view verified contact signals for Jay Lakhat at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jay Lakhat attend?

Jay Lakhat holds Finance, Business Management from George Mason University.

What skills is Jay Lakhat known for?

Jay Lakhat is listed with skills including Investments, Planning, Services, C++, Financial Services, Discount, Financial Planning, and Mason.

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