Jay Scott Recchia

Current Employers

Employment History

• 04/2009 → Present
  California Corporate Benefits
  San Diego, CA
• 01/2016 → 09/2016
  Capfinancial Securities, Llc
  Raleigh, NC
• 02/2016 → Present
  Pensionmark Financial Group Dba California Corporate Retirement
  Poway, CA
• 09/2016 → Present
  Voya Financial Advisors, Inc.
  Portland, OR
• 09/2025 → Present
  Lewis Stefani Group
  Portland, OR

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 200 SW Market St., Suite 1700; Portland; OR; 97201; fixed insurance sales; Independent Insurance Agent; 8/8/2018; 0; 0; sales of fixed insurance products|NAME OF ENTITY:Lewis Stefani Group; No; 200 SW Market St., Suite 1700; Portland; OR; 97201; Our group website. Includes info about our services, products, and team. Has client resources for meeting preparation, retirement education, tools, and our contact info.; Investment Adviser Representative; 8/14/2018; 1; 0; None specific to the running of website. My name is simply listed as a team member. I do refer clients to website for meeting preparation info.| LEWIS STEFANI GROUP POSITION: Investment Adviser Representative NATURE: Our group website. Includes info about our services, products, and team. Has client resources for meeting preparation, retirement education, tools, and our contact info. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 6500 S Macadam Ave, Suite 125, Portland OR 97239, United States DESCRIPTION: None specific to the running of website. My name is simply listed as a team member. I do refer clients to the website for meeting preparation information.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-26
• S63 Uniform Securities Agent State Law Examination
  2011-11-02