Successful Wealth Management Through
Personalized Financial & Retirement Planning

CONNECT

Address:

55 Greens Farms Road
Westport, CT 06880

Phone:

203.221.0202

Fax/Other:

203.221.0234

Jay S. H. Cruice Jr.,<br>CFP®, CLU, ChFC

Jay S. H. Cruice Jr.,
CFP®, CLU, ChFC

CEO & Chief Investment Officer
Cruice Financial Organization

Co-Chief Investment Officer
CFO Capital Management

The Cruice Financial Organization team and its affiliates have been successfully managed by Jay S. Cruice Jr., CFP, ChFC, CFS for over 30 years.

Education Background:

  • University of Pennsylvania, Philadelphia, Pa: BA 1976
  • The Wharton School, Philadelphia, Pa:  BS 1976
  • The Colgate Darden Graduate School of Business at the University of Virginia, Charlottesville, VA: MBA 1981
  • Certified Financial Planner [CFP®], 1984
  • Chartered Life Underwriter [CLU], 1985
  • Chartered Financial Consultant [ChFC], 1985
  • Certified Fund Specialist [CFS], 1995

Business Background:

  • President of Cruice Financial Organization/ Cruice Investment Advisors, Ltd. / CFO Capital Management
  • Registered Representative for United Planners Financial Services (12/2017 to Present)
  • Series 7, Series 63, Series 65, Series 24, and Insurance licensed [Life & Health]

Jay is married with three grown children and currently resides in Hobe Sound, Florida and Darien, Connecticut. During his career, he has been involved with his community as a coach of youth sports teams, as a Sunday school teacher, and a member of Rotary International. Jay has always been an avid sportsman who enjoys playing tennis, platform tennis and golf as well as fishing and skiing in his spare time.

Phone 203.221.0202
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck