Jay W. Marshall

Jay W. Marshall Email and Phone Number

Jay W. Marshall Wealth Management, LLC. @ Self Financial, Inc.
austin, texas, united states
Jay W. Marshall's Location
Newport Beach, California, United States, United States
About Jay W. Marshall

Experienced Senior Vice President in Financial Services with a demonstrated history of leading in the financial services industry as both a branch manager and producer. Skilled in Coaching, Office Management, Recruiting, Compliance, Asset Management, Retirement Planning, Equities, Fixed Income, and Alternative Investment classes. Strong finance professional with a BA focused in Business and Economics from UC Berkeley. Manager of the Year at Merrill Lynch as well as top producer for several years. Recipient of Los Angeles Magazine award of Five Star Wealth Managers who scored highest for overall customer satisfaction in 2011.

Jay W. Marshall's Current Company Details
Self Financial, Inc.

Self Financial, Inc.

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Jay W. Marshall Wealth Management, LLC.
austin, texas, united states
Employees:
125
Jay W. Marshall Work Experience Details
  • Jay W. Marshall Wealth Management, Llc.
    Owner
    Jay W. Marshall Wealth Management, Llc. Nov 2019 - Present
  • Self Financial, Inc.
    Independent Financial Advisor
    Self Financial, Inc. Nov 2019 - Present
    Newport Beach, California, United States
    View
  • Rbc Wealth Management
    Senior Vice President-Wealth Manager And Branch Director
    Rbc Wealth Management Sep 1999 - Nov 2019
    Pasadena, Ca
    I was the Managing Director at Sutro in Beverly Hills from 1999 until 2003 where I produced and managed the office. After Sutro was merged with RBC, I went back into full production.
    View
  • Merril Lynch Inc And Merrill Lynch International
    Sr. Vice President, Manager
    Merril Lynch Inc And Merrill Lynch International Feb 1980 - Sep 1999
    Century City And Beverly Hills.
    I started at Merrill Lynch domestic in Beverly Hills in 1980 and after 8 years transferred to help start the Beverly Hills International office in 1988. In 1990, I transferred to their Century City office as the Producing Manager and was awarded Manager of the Year. Merrill reorganized its Los Angeles branches in 1993 and I went back into full production before leaving to go to Sutro as the producing Managing Director of their Beverly Hills office.
  • E.F. Hutton & Co. Inc.
    Account Executive
    E.F. Hutton & Co. Inc. Aug 1978 - Jan 1980
    Newport Beach, Ca
    I was trained and started my career in the brokerage business at E.F.Hutton.

Jay W. Marshall Education Details

Frequently Asked Questions about Jay W. Marshall

What company does Jay W. Marshall work for?

Jay W. Marshall works for Self Financial, Inc.

What is Jay W. Marshall's role at the current company?

Jay W. Marshall's current role is Jay W. Marshall Wealth Management, LLC..

What schools did Jay W. Marshall attend?

Jay W. Marshall attended Uc Berkeley.

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