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Jay Terrell

Jay Terrell

Staff Accountant


Jay Terrell works is a Staff Accountant with AdvicePeriod’s CFO Services. In this role, he is responsible for assisting with business management services to high net worth individuals and business as well as supporting the team’s tech projects.

Prior to joining AdvicePeriod, Jay worked at a business management firm servicing musicians’ finances while on tour.

Jay received his Bachelor’s of Business Administration in Finance from Loyola Marymount University in Los Angeles, CA. In his free time, Jay enjoys exploring new countries and cultures, trying new foods, and playing ping pong.