Unclaimed Profile

Jay Van Greenburg

LEFAVI WEALTH MANAGEMENT, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66CFPClean record13 years registeredLEFAVI WEALTH MANAGEMENT, INC.

2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 6153353Firm CRD# 104961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Van Greenburg · SALT LAKE CITY, UT

Registration

CRD #6153353 · LEFAVI WEALTH MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

LEFAVI WEALTH MANAGEMENT

Jan 2024 – present

LEFAVI WEALTH MANAGEMENT

Jun 2018 – Dec 2023

SALT LAKE CITY, UT

E*TRADE CAPITAL MANAGEMENT, LLC

Oct 2017 – May 2018

Sandy, UT

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Feb 2013 – Jun 2017

DRAPER, UT

TD AMERITRADE, INC.

Feb 2013 – Jun 2017

Draper, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · February 28, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEFAVI WEALTH MANAGEMENT, INC.

CRD 104961 · SEC 801-73029

AUM

$383M

Regulatory assets under management

Employees

1,234 client accounts

Services offered by LEFAVI WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jay Van Greenburg offer?

Jay Van Greenburg specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Jay Van Greenburg's credentials?

Jay Van Greenburg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jay Van Greenburg located?

Jay Van Greenburg is based in SALT LAKE CITY, Utah, working with LEFAVI WEALTH MANAGEMENT, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Jay Van Greenburg charge for services?

Jay Van Greenburg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEFAVI WEALTH MANAGEMENT, INC.?

LEFAVI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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