Jay Pettit*Financial Advisor
Phone: (425) 641-8788 ext. 299 “I am committed to providing the highest level of integrity, service and professionalism in order to build relationships with my clients and help them meet their long-term financial goals.” Jay Pettit was born and raised in Puyallup, Washington and currently lives in Redmond. He is a financial advisor with Pacific Capital Resource Group, Inc., a relationship based financial services firm striving to provide quality advice, effective implementation, and superior service to their individual and corporate clients. Dedicated to the highest ethical standards, Pacific Capital provides financial and insurance services, with the objective of improving our client’s lives. We focus on building long-term relationships founded on a mutual trust and respect. Jay and his team specialize in working with individuals and businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, money management, asset allocation, and executive planning. Securities and investment advisory services offered exclusively through HTK. He meets with his clients to review their current financial situation and discusses long and short-term objectives. Jay and his team will analyze the information, determine which strategies are appropriate, and tailor a plan and/or strategies designed to meet his client’s financial needs and goals. After the plan or strategies are implemented, he will meet with them on a regular basis to discuss any changing needs they may have and adjust their plan accordingly. Jay graduated from Pacific Lutheran University with a Bachelor’s degree in Business and a Concentration in Financial Resources Management. He played Collegiate soccer all four years at PLU. After working for Gordon Trucking for 2 years in Sales and Marketing, Jay decided to make a career change and became a Financial Advisor to help others with their financial objectives. Licenses:
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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