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Joseph Jay, CFA



Joseph fell in love with investing in college when he discovered the thrill of researching stocks and watching their performance in the market.  Intrigued by the art of value creation and the challenge of building something greater, he realized that wealth management combined his interest in investing with his dedication to helping others.

After graduating from the University of Iowa, Joseph began work in the financial sector at an Iowa-based investment firm. He passed all three levels of the CFA Program on his first attempt and was awarded his charter in 2015.

Joseph, his wife Casey, and daughter Annabelle, live in Iowa City with their favorite four-legged family member, Brittany.

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Financial Planning Insights


Changes to Retirement Planning: Is your financial plan current after SECURE 2.0?


5 Common Investment Questions For $500k+ Households

OCTOBER 18, 2021
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5 Most Common Investment Questions for $200-$500k Households

AUGUST 23, 2021

5 Most Common Investment Questions for Under $200k Households

JULY 28, 2021

More For Less: 2020’s Recession Showed The Structures and Innovation of Today’s Top Companies Versus Market Leaders of 25 Years Ago

JUNE 23, 2021
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As an Iowan, how do I save for my kid’s college in the smartest way possible? 

MAY 7, 2021