James

James "Jay" Denny, III CLU, ChFC

Retirement Planning Specialist

 

James R. ‘Jay’ Denny, III is a long-term Financial Professional with Equitable Advisors. Since 1978, he has worked with individuals and businesses in developing and implementing financial plans, employee benefit programs and retirement planning strategies.

Jay is involved in both his profession and his community.  He is past president of the Estate Planning Council of Richmond, Richmond Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and the Richmond branch of the Society of Financial Services Professional (SFSP).  In the community, he has served as Virginia Chair of the Arthritis Foundation.  For several years he was on the pension board of the Virginia Methodist Conference.

Jay has earned the titles Qualified Plans Specialist* and Retirement Planning Specialist** with Equitable Advisors and is also a Qualifying and Life Member of the industry standard Million Dollar Round Table (MDRT).  He was inducted into the Equitable Advisors Hall of Fame in 2010. He holds designations from the American College – CLU, ChFC and RICP.

Jay, a graduate of Washington and Lee University, and his wife, Judi, have a daughter, Sarah. In his spare time, Jay enjoys baseball, running, reading and photography.

 

*Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment. **Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Norfolk Office
555 E. Main Street, Suite 800
Norfolk, VA 23510

Richmond Office
7231 Forest Avenue, Suite 300
Richmond, VA 23226

Wakefield Office
631 N. County Drive
Wakefield, VA 23888 is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 804-287-0274
Fax 804-285-3134