Jay graduated from the University of Washington with a degree in Business Administration and Finance. As a para-planner, Jay works closely with advisors and the trading team to facilitate client interactions, research strategies, and compile data. He is working to earn his Series 7 as well as Series 66 securities licenses and eventually work his way to financial advisor. Prior to joining the CWM team, Jay has had a diverse career working in banking, hospitality, and automotive sales, as well as teaching music for underprivileged youth in the greater Seattle area.
Outside of Work
Born in South Korea, Jay has a diverse background in various cultures and appreciates a sense of adventure. Jay has been in the Pacific Northwest for the better part of a decade and loves all the nature that PNW has to offer. In his free time, he enjoys hiking, playing music, going to the gym and getting his hands dirty while building his overlanding truck.
I measure my success in the amount of value I create for others around me. To continuously learn and improve is my mission.
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