Jay R. Pocius is the Managing Partner at J.M.Equity Advisors of the Princeton Group and has deep experience in developing comprehensive, results-focused wealth management strategies designed to enable clients to accumulate, preserve, and transfer their wealth. His multi-generational investment planning approach allows him to build relationships with his clients’ families and help give them the clarity, confidence, and advice necessary to plan for the responsible stewardship of family wealth over generations.
Jay’s passion for serving his clients allows him to make a positive difference in their lives. He handles each client relationship with an elevated level of care coupled with inimitable service and believes each client deserves a full Meat Around the Bone conversation. Jay goes beyond the bare-bones questions to fully understand a client’s complete financial picture to help ensure generational wealth is sustainable.
Jay is a Chicago-native and has earned a Bachelor of Science in Finance from Roosevelt University, as well as a Master of Business Administration in Finance from Loyola University Chicago.LEARN MORE