David Jay is a financial advisor with Commonwealth Financial Network based in Littleton, Colorado. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Sagepoint Advisors, Inc. for 10 years. He is also co-owner and executive vice president of Jay Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to advisors who deliver client advice under Commonwealth’s supervision.

Charlotte Jay is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including ten years at SagePoint Financial and over two decades as co-owner of Jay Financial Group. She has been with Commonwealth since 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody services.