Jay Dolan is a Certified Financial Planner Practitioner® with LPL Financial and the Branch Manager of his St. Petersburg office. Jay founded his independent financial planning practice over 15 years ago so that he could bring to life his vision of providing clear, personalized investment advice to pursue the goals of his clients. Jay is a steady fellow who takes the long view…he's committed to his clients and to the area. Before opening his independent practice with LPL in 2002, Jay was Vice President of Investments at A.G. Edwards and helped manage their downtown office with nearly 20 advisors.
Jay has lived and worked in St. Petersburg for over 30 years, played Basketball for St. Petersburg College on a scholarship, finished his Bachelor’s Degree in Finance at the University of South Florida, and spent three years overseas in Army Military Intelligence. He has two daughters Hailey and Brooke Dolan.
Education, Registrations held with LPL Financial & Licenses
Bachelor of Business Administration, University of South Florida – Go Bulls!
Certified Financial Planner Practitioner™ CFP®
Series 7 General Securities Representative
Series 9 & 10 General Securities Supervisor
Series 63 Uniform Securities State Law
Life Insurance, Health Insurance, Variable Annuity