Jay Healy, CEPA, CFP®

Jay Healy, CEPA, CFP®

Collierville, Tennessee, United States
2K followers 500+ connections

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About

Two life-long passions - music and investing - provided the foundation for my…

Articles by Jay

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Experience

  • Beacon Pointe Graphic

    Beacon Pointe

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    Memphis, Tennessee, United States

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    Greater Memphis Area

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    Memphis, Tennessee, United States

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    Greater Memphis Area

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    Greater Memphis Area

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Licenses & Certifications

Publications

Honors & Awards

  • Best-in-State Wealth Advisor

    Forbes Magazine and SHOOK Research

    The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

    https://www.forbes.com/profile/jay-healy/?list=best-in-state-wealth-advisors/#427d5f4357f6

    Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management…

    The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

    https://www.forbes.com/profile/jay-healy/?list=best-in-state-wealth-advisors/#427d5f4357f6

    Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Disclaimer here: https://www.centurywealth.com/disclaimer

  • Awarded Five Star Professional designation for the last nine years

    Memphis Magazine

    The Five Star award recognizes outstanding professionals in the financial services industry. These professionals have shown a dedication to the customers and professional excellence.
    https://www.fivestarprofessional.com/awardwinners/MEMWM

    Disclaimer here: https://www.centurywealth.com/disclaimer

  • Century Wealth Management shortlisted for prestigious Family Wealth Report Awards

    Clearview Media and Family Wealth Report

    The Family Wealth Report Awards showcase “best of breed” providers in the wealth management and family office industry. The awards are designed to recognize companies, teams, and individuals which the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2014.

  • Future 50 Advisory Firm

    CityWire USA

    Century Wealth Management was recognized as a Future 50 RIA by Citywire USA. The 50 firms represent a group of independent finance advisors who are collectively creating a new landscape of registered investment advisors. Disclaimer here: https://www.centurywealth.com/disclaimer

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