4P Wealth Trust manages assets for individuals, trusts, retirement plans, charitable organizations, and businesses adhering to client-centric planning engagement. 4P Wealth Trust provides a comprehensive planning approach paired and driven by a high standard of care and duty to the engagement. By developing a deeper understanding of a personalized need or goal, 4P Wealth Trust develops, implements, and monitors an ongoing planning engagement. Building and preserving a multi-generational legacy starts with ‘clearly” defining the scope of an engagement. The “4P Commitment” provides a four-cornerstone approach that defines how we adapt to a unique goal or need.
Whether Jaylon is assisting individuals with their retirement and legacy planning needs or foundations, associations, and endowments with complex financial strategies, Jaylon bases every engagement on the tenets of trust and integrity. This high standard helps clients eliminate complexity, streamline recommendations, and potentially achieve their goals.
In 2001, Jaylon earned a Bachelor of Science degree from Jacksonville State University while playing on the golf team.
Being a lifetime learner, Jaylon commits himself to ongoing industry training which allows him to bring clients additional financial knowledge and work more strategically and analytically on their behalf. Specifically, he holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards.
Having an appetite for financial planning at an early age, he joined AIG Advisory Group months after undergraduate. After four years of building investment, financial, and trust planning relationships, he transitioned his practice to Merrill Lynch in Birmingham, AL. There, he played several roles for advisory teams throughout the country including international advisory while implementing complex option overlay strategies for advisory teams. In 2015, he joined Wells Fargo Advisors in Atlanta, GA. After fourteen years in the wire-house and banking platforms, independence and a personal brand were calling.
4P Wealth Trust was launched and fulfilled Jaylon’s lifelong dream to build a wealth management firm delivering his own personal brand and footprint. After a rigorous due diligence process, 4P has chosen one of our nationally recognized firms as custodian for client's assets and became a member of the Advisory Services Network, LLC. Utilizing his years of planning and wire-house experiences, 4P is committed to delivering a “4P Approach” while quarterbacking other professionals – including your CPA, attorney, and other financial professionals.
If you are seeking an additional or second opinion for an ongoing planning engagement, request a consultation with 4P Wealth Trust. The team is available through in-person visits, virtual conference and phone consultations. Our commitment is not to disrupt an ongoing planning engagement, but rather be a second set of eyes to your plan.