Jay Greenburg is a CFP-designated registered investment advisor at Lefavi Wealth Management, based in Salt Lake City, UT, with 12 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 646 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated, but will not exceed 1.75%.
Fee Estimator
Location
2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jay participates in surveys for GLG Consultants, providing insights about his job to industry professionals. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Lefavi Wealth Management
Bruce A. Lefavi Securities, INC.Broker
Previous Registrations
Lefavi Wealth Management
E*trade Securities LLCBroker
E*trade Capital Management, LLC
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.