LPL Financial - Jay Irving

LPL Financial - Jay Irving He specializes in retirement and estate planning and has over 26 years of experience in the financial services industry.

Jay is an Investment Consultant and Branch Manager with LPL Financial, the nation’s largest independent broker/dealer.* He works closely with families throughout the South Shore and Cape Cod, acting as their “Family CFO” and seeking to take care of them with the same passion and support that he would use for his own family. Jay works diligently and listens intently to help crystallize his clients’

financial goals. He then develops a comprehensive plan to help pursue these goals. With careful research and prudent best industry knowledge, he frequently monitors the plan to make mid-course corrections when necessary. Because of this planning-driven approach, long-term relationships are the cornerstone of his practice. Jay’s approach is a good match for individuals who desire a well-conceived financial plan stressing long-term, value-oriented investing supported by tax and estate planning strategies. No strategy assures success or protects against loss.

* As reported in Financial Planning magazine 1996-2021, based on total revenues. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (www.FINRA.org) / SIPC (www.SIPC.org)
"Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness." For a list of states in which I am/we are registered to do business, please visit www.jayirving.com

06/01/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
05/29/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

The market is as unpredictable as the weather. We’re here to help you prepare.
05/27/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

How much do you know about stocks?
05/25/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
05/20/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

How much is enough for your emergency fund?
05/18/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

05/15/2026

Secrets of the Temple: How the Federal Reserve works.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/13/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

How will your investments weather the ups and downs of the business cycle?
05/11/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Saving for college doesn’t have to be as complicated as college itself.
05/08/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Address

800 Hingham Street Ste 200S
Rockland, MA
02370

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when LPL Financial - Jay Irving posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to LPL Financial - Jay Irving:

Shortcuts

Share

Category