Edward Jones-Financial Advisor: Jay Fine

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Edward Jones-Financial Advisor: Jay Fine My primary goal is to serve individuals and families by helping them develop an investment strategy geared toward their unique, long-term goals.

I developed my love for service during my 20-year career in the United States Army serving from Texas to Belgium, Iraq and Afghanistan. In the summer of 2017, I retired as a lieutenant colonel and departed on my Edward Jones career. In 2018, I earned my permanent office in San Antonio, and as I like to say, “I did 20 years in the Army, and now I’ve got 20 to 30 years serving families as an Edward Jones advisor.”

I grew up in Richardson, TX, earned my Associate Degree at New Mexico Military Institute, a BBA in finance from Sam Houston State University, and an MPA from Bowie State (through UMUC). Kathy and I met at SHSU, and we married in 1999. Since then we’ve lived in nine towns (in three countries), and have raised three wonderful young men aged 18, 15 and 11. I also enjoy coaching youth sports, participating in my church and volunteering for the Alzheimer’s Association, the Baptist’s Children Home and The Guardians of the Children. I don’t work alone. I partner with Jessica Martinez, the branch office administrator. She is a long-time citizen of San Antonio, earned her bachelor's degree at Southern New Hampshire University and is expecting her first child in September. Prior to Edward Jones, Jessica served at Capital Group (American Funds) as a compliance team leader. She joined Edward Jones in 2019 and has improved our service daily. We look forward to serving you and your family. Please call to schedule a time to have coffee and get to know each other.
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From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4hQdk6Z

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4yzsvJ9

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/02/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4hOGzs2

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
09/25/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4yULTA4

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work t...
09/18/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4h0AhW6



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

Address

14893 Bandera Road, Suite 2
Helotes, TX
78023

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 4pm
Sunday 12pm - 4pm

Telephone

+12106956825

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