Jay Douglas, Cfp® Msf Aif® Chfc®
AeroLeads people directory · profile

Jay Douglas, Cfp® Msf Aif® Chfc® Email & Phone Number

Partner, Chief Investment Strategist at WealthSpring
Location: San Luis Obispo, California, United States 4 work roles 2 schools
2 work emails found @wealthspringpartners.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@wealthspringpartners.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
WealthSpring
Role
Partner, Chief Investment Strategist
Location
San Luis Obispo, California, United States
Company size
2 employees

Who is Jay Douglas, Cfp® Msf Aif® Chfc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jay Douglas, Cfp® Msf Aif® Chfc® is listed as Partner, Chief Investment Strategist at WealthSpring, a with 2 employees, based in San Luis Obispo, California, United States. AeroLeads shows a work email signal at wealthspringpartners.com and a matched LinkedIn profile for Jay Douglas, Cfp® Msf Aif® Chfc®.

Jay Douglas, Cfp® Msf Aif® Chfc® previously worked as Co-founder at Douglas, Athans, And Associates Wealth Management Group and Senior Financial Advisor at Douglas & Athans A Financial Advisory Practice Of Ameriprise Financial. Jay Douglas, Cfp® Msf Aif® Chfc® holds Master Of Science In Finance, Financial Analysis Major from College For Financial Planning.

Company email context

Email format at WealthSpring

This section adds company-level context without repeating Jay Douglas, Cfp® Msf Aif® Chfc®'s masked contact details.

*@wealthspringpartners.com
71% confidence

AeroLeads found 2 current-domain work email signals for Jay Douglas, Cfp® Msf Aif® Chfc®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Jay Douglas, Cfp® Msf Aif® Chfc®

Jay has focused his career on creating investment strategies for affluent investors looking to grow their wealth while taking into account prudent risk control measures. As Chief Investment Strategist, Jay oversees the portfolio management team including investment selection and portfolio construction for clients.His career began as a financial planner at the Irvine, CA office of American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999. During his time at Ameriprise Financial Jay climbed the ranks to Senior Financial Planner. In 2009, Jay formed Douglas, Athans & Associates WealthManagement Group in San Luis Obispo, CA along with Ted Athans. Jay and Ted teamed with John and Leslie to form WealthSpring in 2016.Jay has a BA in Business Administration (Finance: Financial Planning and Investment Advisory) from CSU Fullerton and a Master of Science in Finance (Financial Analysis) from College for Financial Planning. In addition to his Masters degree, Jay holds graduate certificates in Financial Portfolio Management and Financial Analysis from the College for Financial Planning. Jay is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® and Accredited Investment Fiduciary®.Specialties: Areas of Focus:Income Tax Planning StrategiesSmall BusinessCharitable GivingInvestment AdviceRetirement Planning StrategiesEstate Planning StrategiesAsset AllocationEmployee Stock OptionsGeneral Financial Planning

Listed skills include Wealth Management Services, Strategic Financial Planning, Investments, Financial Services, and 10 others.

Current workplace

Jay Douglas, Cfp® Msf Aif® Chfc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

WealthSpring
Wealthspring
Partner, Chief Investment Strategist
111 West Ocean Boulevard, Suite 1120, Long Beach, CA 90802, US
Website
commonwealthcommercial.com
Employees
2
AeroLeads page
Company profile
View company profile Email format
4 roles

Jay Douglas, Cfp® Msf Aif® Chfc® work experience

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

Partner, Chief Investment Strategist

Current
Wealthspring

San Luis Obispo, California Area

Jay M. Douglas (CA Insurance Lic# 0C78522) is an Investment Adviser Representative with and offers advisory services through WealthSpring Partners LLC, a Registered Investment Adviser. Fixed insurance products and services offered through WealthSpring Partners LLC, or CES Insurance Agency.WealthSpringSan Luis Obispo: 1360 Marsh Street, San Luis Obispo, CA 93401Long Beach: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815Orange County: One Park Plaza, Suite 600, Irvine, CA 92614Chino Hills/Chino Valley: 15338 Central Avenue, Chino, CA 91710Santa Rosa: 1550 Airport Boulevard, Suite 205, Santa Rosa, CA 95403Phone (888) 491-4410 | Fax (562) 491-4411

Feb 2016 - Present

Co-Founder

Douglas, Athans, And Associates Wealth Management Group
Apr 2009 - Jan 2016

Financial Advisor

Ameriprise Financial

San Luis Obispo, California Area

Comprehensive Financial Planning and Investment Management in San Luis Obispo and Irvine, CA

Nov 1999 - Sep 2005
Team & coworkers

Colleagues at WealthSpring

Other employees you can reach at commonwealthcommercial.com. View company contacts for 2 employees →

DH Danielle Hodson Danielle Hodson Colleague at WealthspringGlen Allen, Virginia, United States View → WB Will Bradford Will Bradford Colleague at WealthspringRichmond, Virginia, United States View → MM Michael Morris Michael Morris Colleague at WealthspringRichmond, Virginia, United States View → TA Ted Athans, Cfp® Aif® Ted Athans, Cfp® Aif® Colleague at WealthspringChino Hills, California, United States View → KE Kateri Edell Kateri Edell Colleague at WealthspringYorktown, Virginia, United States View → CL Chip Louthan Chip Louthan Colleague at WealthspringRichmond, Virginia, United States View → FW Frederick W. Plaisted, Ii Sior Frederick W. Plaisted, Ii Sior Colleague at WealthspringRichmond, Virginia, United States View → SP Sharon Payne Sharon Payne Colleague at WealthspringGreater Richmond Region, United States View → CA Christian Achury Christian Achury Colleague at WealthspringMedellín, Antioquia, Colombia View → CR Catherine Roth Catherine Roth Colleague at WealthspringRichmond, Virginia, United States View →
2 education records

Jay Douglas, Cfp® Msf Aif® Chfc® education

FAQ

Frequently asked questions about Jay Douglas, Cfp® Msf Aif® Chfc®

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

What company does Jay Douglas, Cfp® Msf Aif® Chfc® work for?

Jay Douglas, Cfp® Msf Aif® Chfc® works for WealthSpring.

What is Jay Douglas, Cfp® Msf Aif® Chfc®'s role at WealthSpring?

Jay Douglas, Cfp® Msf Aif® Chfc® is listed as Partner, Chief Investment Strategist at WealthSpring.

What is Jay Douglas, Cfp® Msf Aif® Chfc®'s email address?

AeroLeads has found 2 work email signals at @wealthspringpartners.com for Jay Douglas, Cfp® Msf Aif® Chfc® at WealthSpring.

Where is Jay Douglas, Cfp® Msf Aif® Chfc® based?

Jay Douglas, Cfp® Msf Aif® Chfc® is based in San Luis Obispo, California, United States while working with WealthSpring.

What companies has Jay Douglas, Cfp® Msf Aif® Chfc® worked for?

Jay Douglas, Cfp® Msf Aif® Chfc® has worked for Wealthspring, Douglas, Athans, And Associates Wealth Management Group, Douglas & Athans A Financial Advisory Practice Of Ameriprise Financial, and Ameriprise Financial.

Who are Jay Douglas, Cfp® Msf Aif® Chfc®'s colleagues at WealthSpring?

Jay Douglas, Cfp® Msf Aif® Chfc®'s colleagues at WealthSpring include Danielle Hodson, Will Bradford, Michael Morris, Ted Athans, Cfp® Aif®, and Kateri Edell.

How can I contact Jay Douglas, Cfp® Msf Aif® Chfc®?

You can use AeroLeads to view verified contact signals for Jay Douglas, Cfp® Msf Aif® Chfc® at WealthSpring, including work email, phone, and LinkedIn data when available.

What schools did Jay Douglas, Cfp® Msf Aif® Chfc® attend?

Jay Douglas, Cfp® Msf Aif® Chfc® holds Master Of Science In Finance, Financial Analysis Major from College For Financial Planning.

What skills is Jay Douglas, Cfp® Msf Aif® Chfc® known for?

Jay Douglas, Cfp® Msf Aif® Chfc® is listed with skills including Wealth Management Services, Strategic Financial Planning, Investments, Financial Services, Estate Planning, Retirement Income Strategies, Retirement Planning, and Asset Allocation.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.