Rick A. Jaye AIF®
Rick A. Jaye, AIF, joined Private Client Group in 2015 as an advisor to business owners and high net worth clients. In addition, Rick remains active with SENEX Group as National Director of Sales. SENEX is a leading retirement service organization offering superior back office support to advisors, institutions and RIA’s.
Prior to SENEX, Rick was National Director of Sales for Southwest Financial Group and founding Partner of Greenbook Financial Services.
Rick has instructed on the topics of advanced tax, wealth and business entity planning at Georgia Tech, Duke University, and the University of Texas at Austin. He received 2013 distinguished national award from Wells Fargo Bank and Advisory for partner of the year.
Rick received a B.S. in Economics from the University of California, San Diego, and also completed an Exchange Program in Applied Economics from Dartmouth College. CA Insurance Lic# 0F76577. Rick resides in the Orlando, Florida area with his wife; Rick also has three grown children.