Jay Van Greenburg
Investment adviser representative at Lefavi Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$445MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lefavi Wealth ManagementMay 2018 to now
- Bruce A Lefavi Securities, IncMay 2018 to now
- E*trade Capital Management LLCOct 2017 to May 2018
- E*trade Securities LLCOct 2017 to May 2018
- UnemployedJun 2017 to Oct 2017
- TD AmeritradeJan 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Lefavi Wealth Management
Legal name: Lefavi Wealth Management, Inc.
$445MAssets managed
576Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6153353
- Firm CRD
- 104961