Jay Perry, AIF®
Jay Perry is a financial advisor, specializing in helping families align their money with their goals and values to create a meaningful life and a meaningful legacy. He received his Master’s degree from Andrews University in Berrien Springs, MI. He is an investment advisor representative (Series 65) and has his certification in Social Security through The American College.
Jay started in finance after 20 years as a pastor and church planter. During his pastoral ministry, he helped families and individuals get out of debt and onto solid financial footing as a Financial Peace University facilitator and as a financial coach certified by the American Association of Christian Counselors.
After moving to Maryland, Jay became a tax preparer, investment advisor representative, and insurance agent specializing in Medicare education.
Jay is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). He holds an Accredited Investment Fiduciary® (AIF®) designation from Fi360.
In addition to his work as a financial advisor, Jay is married and has a son in high school. He actively volunteers for several ministries at his church and is a frequent guest speaker at other congregations.