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Jay Patel Email & Phone Number
Financial Planner
at
Peachtree Planning
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Atlanta, Georgia, United States
Company size
Who is Jay Patel? Overview
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Quick answer
Jay Patel is listed as Financial Planner at Peachtree Planning, a company with 171 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jay Patel.
Jay Patel previously worked as Financial Advisor at Peachtree Planning and Accountant / Property Manager at Jay Kunjan Investments, Llc. Jay Patel holds Bachelor Of Science - Bs, Financial Planning from The University Of Georgia.
Company email context
Email format at Peachtree Planning
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Peachtree Planning
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Profile bio
About Jay Patel
Peachtree Planning specializes in providing financial knowledge and strategies to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a time-tested financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients./COMPLIANCE:2024-4281/
Current workplace
Jay Patel's current company
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Peachtree Planning
5 roles
Jay Patel work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning Corporation is not an.
Jun 2022 - Present
Accountant / Property Manager
Jay Kunjan Investments, Llc
Manage thirteen residential and commercial properties to optimize profits and ensure a high qualitytenant experiencePrepare financial statements for last two years to provide detailed and accurate visibility to company ownershipReview lease agreements with tenants to ensure compliance and understandingResearch and execute property acquisitions to maintain.
Jun 2019 - Jul 2022
Assistant Manager
Supervise overall daily operations of a retail store to maximize profits and create a thriving work environmentPrepare financial statements for seven years to provide business transparency and performance analysisMonitor flow of inventory to accurately reflect consumer demand and reduce wastageCreate collaborative relationships with sales reps and.
Jun 2008 - Feb 2020
Volunteer - Basic And Advanced Certified
Complete state and federal tax returns with accuracy and promptnessProvide ethical and attainable financial advice to clients with various financial predicamentsEngage with clients through in-person meetings and pre/post-meeting emails to strengthen client relations and interpersonal communication skills
Jan 2016 - May 2017
Team & coworkers
Colleagues at Peachtree Planning
Other employees you can reach at peachtreeplanning.com. View company contacts for 171 employees →
SG
Sarah Goodman
Colleague at Peachtree Planning
Spring Hill, Tennessee, United States, United States
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DD
Dustin Dawes, Chfc®, Clu®, Cexp
Colleague at Peachtree Planning
Nashville Metropolitan Area, United States
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MT
Milam Turner
Colleague at Peachtree Planning
Greater Birmingham, Alabama Area, United States
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ES
Earl Schreiber
Colleague at Peachtree Planning
Nashville, Tennessee, United States, United States
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KD
Keith Dykes
Colleague at Peachtree Planning
Atlanta, Georgia, United States, United States
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DP
Donna Pociask
Colleague at Peachtree Planning
Alpharetta, Georgia, United States, United States
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WR
Walter Rush
Colleague at Peachtree Planning
Birmingham, Alabama, United States, United States
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PF
Paul Fochler
Colleague at Peachtree Planning
Atlanta Metropolitan Area, United States
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SB
Scott Bennett
Colleague at Peachtree Planning
Macon, Georgia, United States, United States
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RC
Ryan Calhoun
Colleague at Peachtree Planning
Nashville, Tennessee, United States, United States
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Sarah Goodman
Colleague at Peachtree Planning
Spring Hill, Tennessee, United States, United States
View →
DD
Dustin Dawes, Chfc®, Clu®, Cexp
Colleague at Peachtree Planning
Nashville Metropolitan Area, United States
View →
MT
Milam Turner
Colleague at Peachtree Planning
Greater Birmingham, Alabama Area, United States
View →
ES
Earl Schreiber
Colleague at Peachtree Planning
Nashville, Tennessee, United States, United States
View →
KD
Keith Dykes
Colleague at Peachtree Planning
Atlanta, Georgia, United States, United States
View →
DP
Donna Pociask
Colleague at Peachtree Planning
Alpharetta, Georgia, United States, United States
View →
WR
Walter Rush
Colleague at Peachtree Planning
Birmingham, Alabama, United States, United States
View →
PF
Paul Fochler
Colleague at Peachtree Planning
Atlanta Metropolitan Area, United States
View →
SB
Scott Bennett
Colleague at Peachtree Planning
Macon, Georgia, United States, United States
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RC
Ryan Calhoun
Colleague at Peachtree Planning
Nashville, Tennessee, United States, United States
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2 education records
Jay Patel education
Bachelor Of Science - Bs, Financial Planning
Passed Cfp Exam
Cfp Board
FAQ
Frequently asked questions about Jay Patel
Quick answers generated from the profile data available on this page.
What company does Jay Patel work for?
Jay Patel works for Peachtree Planning.
What is Jay Patel's role at Peachtree Planning?
Jay Patel is listed as Financial Planner at Peachtree Planning.
Where is Jay Patel based?
Jay Patel is based in Atlanta, Georgia, United States while working with Peachtree Planning.
What companies has Jay Patel worked for?
Jay Patel has worked for Peachtree Planning, Jay Kunjan Investments, Llc, Bob'S Grocery, and Volunteer Income Tax Assistance.
Who are Jay Patel's colleagues at Peachtree Planning?
Jay Patel's colleagues at Peachtree Planning include Sarah Goodman, Dustin Dawes, Chfc®, Clu®, Cexp, Milam Turner, Earl Schreiber, and Keith Dykes.
How can I contact Jay Patel?
You can use AeroLeads to view verified contact signals for Jay Patel at Peachtree Planning, including work email, phone, and LinkedIn data when available.
What schools did Jay Patel attend?
Jay Patel holds Bachelor Of Science - Bs, Financial Planning from The University Of Georgia.
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