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Jay Jha Email & Phone Number
Wealth Manager
at
M & M Financial Services
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Manager
Location
London, England, United Kingdom
Company size
Who is Jay Jha? Overview
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Quick answer
Jay Jha is listed as Wealth Manager at M & M Financial Services, a with 13 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jay Jha.
Jay Jha previously worked as Investment Manager at Adeola Financial Services and Financial Advisor at Mutual Of Omaha. Jay Jha holds Master Of Business Administration (M.B.A.), Finance, 3.86/4.00 from Keller Graduate School Of Management Of Devry University.
Company email context
Email format at M & M Financial Services
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M & M Financial Services
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Profile bio
About Jay Jha
Results-driven finance professional with a proven track record in portfolio management, financial advisory, and project finance. Expertise in daily portfolio management, risk mitigation, and delivering exceptional performance. Skilled in utilizing quantitative tools to identify and manage various portfolio risks. Proficient in financial modeling and providing strategic investment advice based on market insights. Strong knowledge of asset classes and valuation methods. Proactively stays informed about market trends and effectively communicates recommendations to clients. Experienced in managing asset allocation and supporting sales initiatives. Background in financial analysis, investment planning, and wealth management. Committed to achieving client financial goals and driving business growth.
Listed skills include Financial Analysis, Financial Reporting, Budget Management, Team Leadership, and 28 others.
Current workplace
Jay Jha's current company
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M & M Financial Services
4 roles
Jay Jha work experience
A career timeline built from the work history available for this profile.
Investment Manager
Adeola Financial Services
• Managed $100,000 in client portfolios across the USA and India, achieving a 30% average annual return, exceeding industry benchmarks.• Directed daily portfolio operations to optimize returns, risk-adjusted performance, and client satisfaction.• Executed equity, derivatives trades, performing NAV reconciliations, valuations, and risk assessments.• Utilized quantitative analysis, including stress testing and scenario analysis, to mitigate portfolio risks effectively.• Advised clients on investment decisions using DCF, forecasting, and option pricing models, ensuring strategies aligned with financial goals.• Provided proactive sector and macroeconomic insights to enhance portfolio performance and minimize business risk.
Aug 2019 - Sep 2023
Financial Advisor
• Analysed clients’ financial data to develop personalised investment strategies, achieving a 20% portfolio value increase.• Provided expert guidance on insurance, investments, and tax planning, optimising clients’ financial outcomes.• Conducted regular clients’ account reviews, adapting financial plans to economic shifts and life changes.• Recommended tailored investment opportunities, focusing on protection, savings, and long-term financial independence.
May 2018 - May 2019
Project Finance - Assistant Manager
Shah & Iyer - India
• Conducted KPI and financial ratio analyses, led quarterly internal audits for compliance and process improvement.• Created financial models to aid decision-making and worked with project development for optimal financing, maximising profitability, and minimising risk.• Reviewed financial statements and led budgeting initiatives to effectively allocate resources and achieve financial targets.• Provided oversight for project financing activities and offered expert advice on corporate consultancy matters, ensuring alignment with strategic objectives and regulatory requirements.• Promoted cross-functional collaboration with stakeholders to drive financial performance and project success, demonstrated strong leadership and communication skills.
May 2012 - May 2014
Team & coworkers
Colleagues at M & M Financial Services
Other employees you can reach at mandmgroup.co.uk. View company contacts for 13 employees →
3 education records
Jay Jha education
Master Of Business Administration (M.B.A.), Finance, 3.86/4.00
Diploma, Investments And Financial Analysis, 3.89/4.00
Seth Damodardas School Of Commerce -India
Bachelor’S Degree, Business Administration - Concentration Finance, 3.38/4.00
N.R Institute Of Business Administration - India
FAQ
Frequently asked questions about Jay Jha
Quick answers generated from the profile data available on this page.
What company does Jay Jha work for?
Jay Jha works for M & M Financial Services.
What is Jay Jha's role at M & M Financial Services?
Jay Jha is listed as Wealth Manager at M & M Financial Services.
Where is Jay Jha based?
Jay Jha is based in London, England, United Kingdom while working with M & M Financial Services.
What companies has Jay Jha worked for?
Jay Jha has worked for M & M Financial Services, Adeola Financial Services, Mutual Of Omaha, and Shah & Iyer - India.
Who are Jay Jha's colleagues at M & M Financial Services?
Jay Jha's colleagues at M & M Financial Services include Rahul Rawat, Neil Morjaria, and Nirav Mehta.
How can I contact Jay Jha?
You can use AeroLeads to view verified contact signals for Jay Jha at M & M Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Jay Jha attend?
Jay Jha holds Master Of Business Administration (M.B.A.), Finance, 3.86/4.00 from Keller Graduate School Of Management Of Devry University.
What skills is Jay Jha known for?
Jay Jha is listed with skills including Financial Analysis, Financial Reporting, Budget Management, Team Leadership, Cross Functional Team Leadership, Strategic Communications, Microsoft Office, and Finance.
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