Managing Director–Wealth Management
Financial Advisor
Jay's path in wealth management has been a unique one. Before joining UBS a decade ago, Jay built, managed and sold multiple successful businesses. Understanding the importance of hard work and creative enterprise, Jay has applied his deeply-rooted values, ethics and principles and combined them with an abundance of real world business experience to help his clients view and invest their wealth differently. Fostering enduring relationships based on a firm foundation of experience and knowledge has enabled him to excel and cultivate his organically grown business. Jay attended Allegheny College where he earned a dual major in econometrics and political science. Residing in his hometown of Moon, Jay is active member of St. Margaret Mary Church, he enjoys boating, fishing, the outdoors, gardening and friends and family. By far his biggest success story is his son Jay IV.
CA Insurance License No. 4206296
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Jay's path in wealth management has been a unique one. Before joining UBS a decade ago, Jay built, managed and sold multiple successful businesses. Understanding the importance of hard work and creative enterprise, Jay has applied his deeply-rooted values, ethics and principles and combined them with an abundance of real world business experience to help his clients view and invest their wealth differently. Fostering enduring relationships based on a firm foundation of experience and knowledge has enabled him to excel and cultivate his organically grown business. Jay attended Allegheny College where he earned a dual major in econometrics and political science. Residing in his hometown of Moon, Jay is active member of St. Margaret Mary Church, he enjoys boating, fishing, the outdoors, gardening and friends and family. By far his biggest success story is his son Jay IV.
CA Insurance License No. 4206296
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
Jim earned his B.S. in Finance from Duquesne University in Pittsburgh, Pennsylvania. Before joining The Sofranko Group as a Wealth Strategy Associate, Jim spent the first part of his career with Nationwide Securities, LLC as an Investment Advisor. Jim is also a strong believer in community involvement and philanthropy. In his spare time, he is an avid fan of the Pittsburgh Pirates, enjoys golfing and skiing, and is constantly found reading military history books.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Strategy Associate
Jim earned his B.S. in Finance from Duquesne University in Pittsburgh, Pennsylvania. Before joining The Sofranko Group as a Wealth Strategy Associate, Jim spent the first part of his career with Nationwide Securities, LLC as an Investment Advisor. Jim is also a strong believer in community involvement and philanthropy. In his spare time, he is an avid fan of the Pittsburgh Pirates, enjoys golfing and skiing, and is constantly found reading military history books.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
