Meet Our Team

Jesus “Jay” Soto, Investment Advisor

Jay is an Independent Financial Advisor and Investment Advisor Representative. Born in Latin America, he was raised in the Northeast where he received a double BS in Marketing and Philosophy from Baruch College of the City University of New York and later his Life Underwriting Training Charter Fellow (LUTCF) from the American College for Financial Planning. He is fully fluent in Spanish and keeps current with Continuing Education workshops and seminars.

During his early business career in corporate America (about 20 plus years), he traveled extensively throughout 23 countries. He learned to enjoy traveling and appreciated meeting people of diverse cultures, backgrounds, and beliefs.

For 26+ years, he’s had the privilege to help people manage and protect their assets, businesses, and general financial world by engaging a holistic financial planning approach.

As a Financial Advisor, he provides advice and education. With his assistance, his clients are actively involved in all their investment decision about accumulation, preservation, and distribution.

His entrepreneurial experience together with his extensive background with small and medium business of up to 100+ employees, grant him clear insight and understanding of business issues.

For more information about Jay, visit: www.desotoandcompany.com.