James "Jay" Duffy, Cfp®
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James "Jay" Duffy, Cfp® Email & Phone Number

Financial Planner, Managing Partner at Frame Wealth Partners at Frame Wealth Partners
Location: Baltimore City County, Maryland, United States 4 work roles 3 schools
2 work emails found @prudential.com 1 phone found area 410 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email j****@prudential.com
Direct phone (410) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Frame Wealth Partners
Role
Financial Planner, Managing Partner at Frame Wealth Partners
Location
Baltimore City County, Maryland, United States

Who is James "Jay" Duffy, Cfp®? Overview

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James "Jay" Duffy, Cfp® is listed as Financial Planner, Managing Partner at Frame Wealth Partners at Frame Wealth Partners, based in Baltimore City County, Maryland, United States. AeroLeads shows a work email signal at prudential.com, phone signal with area code 410, and a matched LinkedIn profile for James "Jay" Duffy, Cfp®.

James "Jay" Duffy, Cfp® previously worked as Financial Planner, Managing Partner at Frame Wealth Partners and Financial Planner at Pruco Securities, LLC at Prudential Financial. James "Jay" Duffy, Cfp® holds Bachelor'S Degree, Business from Mount Saint Mary'S College.

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Email format at Frame Wealth Partners

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*@prudential.com
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AeroLeads found 2 current-domain work email signals for James "Jay" Duffy, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About James "Jay" Duffy, Cfp®

Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve smarter, personalized financial planning, not just product sales. We believe in delivering advice that truly adds value to your life, all wrapped up in an experience that’s as unique as you are.From our roots within the prestigious Prudential firm to our independent venture, Frame Wealth Partners has always been committed to setting a new standard in financial advice. For over 30 years, our seasoned team has worked diligently to provide an advice-driven approach that sets us apart.To learn more about how Frame Wealth Partners can redefine your financial landscape visit our website - https://www.framewealth.com/James Duffy offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco)(Member SIPC), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Frame Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.Frame Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.1076141-00001-00

Listed skills include Financial Services.

Current workplace

James "Jay" Duffy, Cfp®'s current company

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Frame Wealth Partners
Frame Wealth Partners
Financial Planner, Managing Partner at Frame Wealth Partners
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4 roles

James "Jay" Duffy, Cfp® work experience

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

Financial Planner, Managing Partner

Current
Frame Wealth Partners

Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve smarter, personalized financial planning, not just product sales. We believe in delivering advice that truly adds value to your life, all wrapped up in an experience that’s as unique as you are.From our roots within the prestigious Prudential firm to our independent.

Dec 2023 - Present

Financial Planner At Pruco Securities, Llc

Current
Prudential Financial

Baltimore, Maryland, United States

  • Assists in the clarification, understanding and quantification of client’s financial goals and needs.
  • Assists clients in gathering the information needed to prepare the financial plan.
  • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
  • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
  • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.
  • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment
Jul 2023 - Present

Manager, Financial Services

Prudential Financial

Baltimore, Maryland

  • Develops relationships with business leaders within local communities
  • Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development
Mar 2006 - Dec 2020
3 education records

James "Jay" Duffy, Cfp® education

Bachelor'S Degree, Business

Mount Saint Mary'S College

Activities and Societies: NCAA Division I Lacrosse, Captain

Education record

John Carroll High School

Certified Financial Planner™ Professional

Cfp Board

https://certificates.cfp.net/8ae553dd-747f-4e29-8ab3-f5b113bdc463

FAQ

Frequently asked questions about James "Jay" Duffy, Cfp®

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

What company does James "Jay" Duffy, Cfp® work for?

James "Jay" Duffy, Cfp® works for Frame Wealth Partners.

What is James "Jay" Duffy, Cfp®'s role at Frame Wealth Partners?

James "Jay" Duffy, Cfp® is listed as Financial Planner, Managing Partner at Frame Wealth Partners at Frame Wealth Partners.

What is James "Jay" Duffy, Cfp®'s email address?

AeroLeads has found 2 work email signals at @prudential.com for James "Jay" Duffy, Cfp® at Frame Wealth Partners.

What is James "Jay" Duffy, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 410 for James "Jay" Duffy, Cfp® at Frame Wealth Partners.

Where is James "Jay" Duffy, Cfp® based?

James "Jay" Duffy, Cfp® is based in Baltimore City County, Maryland, United States while working with Frame Wealth Partners.

What companies has James "Jay" Duffy, Cfp® worked for?

James "Jay" Duffy, Cfp® has worked for Frame Wealth Partners, Prudential Financial, and Morgan Stanley.

How can I contact James "Jay" Duffy, Cfp®?

You can use AeroLeads to view verified contact signals for James "Jay" Duffy, Cfp® at Frame Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did James "Jay" Duffy, Cfp® attend?

James "Jay" Duffy, Cfp® holds Bachelor'S Degree, Business from Mount Saint Mary'S College.

What skills is James "Jay" Duffy, Cfp® known for?

James "Jay" Duffy, Cfp® is listed with skills including Financial Services.

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