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Jay Le Email & Phone Number
Financial Advisor, Senior Portfolio Advisor
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✓ Verified May 2026
2 data sources
Profile completeness 57%
Role
Financial Advisor, Senior Portfolio Advisor
Location
Irvine, California, United States
Who is Jay Le? Overview
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Quick answer
Jay Le is listed as Financial Advisor, Senior Portfolio Advisor based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Jay Le.
Jay Le holds Bachelor'S Degree from Huflit.
Profile bio
About Jay Le
I have committed myself to helping high affluent and institutional clients with complex financial planning by considering their goals, priorities. It is my mission to provide exceptional wealth advisory services with an outstanding customer-oriented approach and ethic. I am a problem solver who work with the clients from different perspectives for unique financial planning and efficient investing management.*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Sport & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
1 education record
Jay Le education
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Huflit
FAQ
Frequently asked questions about Jay Le
Quick answers generated from the profile data available on this page.
What is Jay Le's role at their current company?
Jay Le is listed as Financial Advisor, Senior Portfolio Advisor.
Where is Jay Le based?
Jay Le is based in Irvine, California, United States.
How can I contact Jay Le?
You can use AeroLeads to view verified contact signals for Jay Le, including work email, phone, and LinkedIn data when available.
What schools did Jay Le attend?
Jay Le holds Bachelor'S Degree from Huflit.
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