Jeffry S. “Jay” Cole II, CFP®, EA


Jeffry S. “Jay” Cole II is an Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Team Financial Group.

In addition to financial and retirement planning, Jay is a licensed tax preparer and has helped many in planning for taxes. After graduating from Regent University in 2013 with a Bachelor of Science in business, he became the third generation to work at Team Financial Group. As an advisor, he specializes in helping individuals plan wisely for pre- and post-retirement. He also holds a life insurance license.

Jay and his wife, Victoria, enjoy outdoor activities such as running, hiking and camping. He’s also a coffee connoisseur.

Team Wealth & Tax Advisors
40395 Winchester Road, Suite A,
Temecula, CA 92591
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(951) 308-6444

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Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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