MEET OUR ADVISOR TEAM

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
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
©2016 ICMPCG. All rights reserved | Designed By BKWebPro