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Our financial advice team


Jay Mota, Financial Advisor serving the Glen Rock, NJ area - Ameriprise Advisors

Jay Mota

CFP®, CDFA®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Iron Birch Advisors
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Investments
  • Divorce Financial Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst®
  • ChFC® Chartered Financial Consultant®

Education

  • Masters of Strategic Marketing Communications, Fordham University

Community participation

Founder and Chairman for The Building Blocks Foundation serving underprivileged youth in the NYC Public Schools with essential clothing. Our goal is to outfit brighter futures for these children and afford them the opportunity to learn confidently. More information can be found by visiting www.TheBuildingBlocksFoundation.org

Interests

Spending time with my family is always a priority for me. In the summertime, we love being aboard our boat The Summer Wind. Other activities I enjoy is golf, the arts, and finding great places to eat.