CFO SERVICES

Jay Terrell

Biography

Jay Terrell works as 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 businesses 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.

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