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Juan (Jay) Martin

Juan (Jay) Martin

Financial Advisor at Equitable Advisors

New York City Metropolitan Area

Juan ‘Jay’ Martin is an experienced financial consultant who brings a personal approach to each of his clients. His personal focus helps makes their financial goals accessible and achievable through strategy and planning, tailor-made to each client’s unique situation. Specializing in retirement planning, investment planning and risk management – Jay brings a balanced perspective to creating a holistic approach for individuals and their families. As an investment advisory representative, it is Jay’s responsibility to provide his clients with the best financial advice that is most suitable to their needs.


Experience:

  • Financial Advisor (Equitable Advisors)
  • Lead Financial Analyst (Vistaprint)
  • Senior Planning Analyst, Capability Planning (Vistaprint)
  • Financial Advisor (AXA)
  • Lead Planning Analyst (Cimpress)

Skills:

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