TrueAdvisor
TrueAdvisor
JG
CFP
JG
CFP

Jay Greenburg

Lefavi Wealth Management
13 Years of Experience
Salt Lake City, UT
Broker
View SEC Summary
View SEC Summary

Jay Greenburg is a CFP-designated registered investment advisor at Lefavi Wealth Management, based in Salt Lake City, UT, with 13 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 576 clients with $440M in assets under management.

Lefavi Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
576 clients
Average Client Portfolio
$773K average
Assets Under Management
$445.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard annual fee is 1.00%, negotiable up to 1.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jay participates in surveys for GLG Consultants, providing insights about his job to industry professionals. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Lefavi Wealth Management
January 2024 - Present · 2 yrs 9 mos
Bruce A. Lefavi Securities, INC.Broker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Lefavi Wealth Management
June 2018 - December 2023 · 5 yrs 6 mos
E*trade Securities LLCBroker
October 2017 - May 2018 · 7 mos
E*trade Capital Management, LLC
October 2017 - May 2018 · 7 mos
TD Ameritrade Investment Management, LLC
February 2013 - June 2017 · 4 yrs 4 mos
TD Ameritrade, INC.
February 2013 - June 2017 · 4 yrs 4 mos
TD Ameritrade, INC.Broker
February 2013 - June 2017 · 4 yrs 4 mos
State Registrations9 states
AZCAIDNVORUTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Salt Lake City, UT →All financial advisors in Utah →