Broker Check
Jeffry S. "Jay "Cole II, CFP®, EA

Jeffry S. "Jay "Cole II, CFP®, EA

Wealth And Tax Advisor

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.