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 an Enrolled Agent with the IRS and has helped many clients 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 Wealth and Tax Advisors. As an advisor, he specializes in helping individuals plan wisely for pre- and post-retirement. On the tax planning side, Jay helps in planning and preparing many different tax scenarios.
Jay and his wife, Victoria, enjoy outdoor activities such as running, biking and camping. When he is not at the office, you can find him enjoying the beautiful beaches of Carlsbad and Encinitas.