Jay Hovis

What do you enjoy most about wealth management?
I enjoy getting the opportunity to help put my clients mind at ease knowing that their financial future is planned out for them and being taken care of by a team of experts.
What is the biggest challenge?
The biggest challenge to wealth management is helping manage client’s emotions. People are very emotional when it comes to money, but to make a plan and stick to it you must not get emotional and look at the situation objectively.
What do you love most about being a part of the firm?
I love the culture here at the firm. We have a great team of like-minded professionals that all bring something unique to the table. We are able to work together and achieve more than we would alone.
What professional accomplishments are you most proud of?
I am most proud of being part of such a successful client focused team. This has been a great place to grow and have a career.
What quality of yours makes you best suited to do what you do?
I truly have a passion for helping my clients. I do my best to identify exactly what their needs are and put together a plan to best satisfy those needs.
How should people think about their wealth?
People should view their wealth as a tool. It is up to them how they want to use it, but if used properly with a well thought out plan, it can do great things for them.
What do you love to do outside of work?
When I am not at work I enjoy fishing, golfing, hiking, or anything else outdoors. I enjoy staying active and seeing new places.
What’s the most influential book you’ve read?
"Victor: Breaking Free From a Victim Based Society" by John Hovis.
What personal accomplishments are you most proud of?
I am most proud of being able to obtain a college degree early and start to work at a great firm.
Education and accreditation:
– Bachelor’s of Science in Business Administration; Finance, Point Loma Nazarene University
– Series 7
– Series 66
– CA Life and Health Insurance
Check the background of this firm on FINRA’s BrokerCheck
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