For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Jay Mota
About Jay Mota
Jay is a Bronx NY native. He enlisted in US Marine Corps right out of HS and later served in the Army National Guard. Jay has studied at NYU, Fordham University, and The American College of Financial Services and holds degrees in Business Management, Marketing, and Communications. With more than 20 years experience, Jay has earned his designation as a CERTIFIED FINANCIAL PLANNER™ and works as a fiduciary to provide clients solutions that best fit their needs. Jay has spoken globally on industry related topics and financial wellness.
Outside of the office, Jay is happily married with 4 children residing in Bergen County NJ. He founded a non profit serving underprivileged students in NYC schools, and is an avid boater.
I'm Most Proud Of: The work we do to educate our clients on ways they can achieve their financial goals. We love hearing from clients about how our team helped improve their life. There's nothing better!
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
- Property & Casualty: CT, FL, NJ, NY
- Variable Annuities: CO, CT, FL, IL, NJ, NY, WA
- Securities License: CT, FL, NJ, NY, TX
- Variable Life Insurance: CO, CT, FL, IL, NJ, NY, WA
- Fixed Annuities: CO, CT, FL, IL, NJ, NY, WA
- Life Insurance: CO, CT, FL, IL, NJ, NY, WA
James Mota is associated with the The New York Financial Group Office, 360 Hamilton Avenue, 9th Floor, White Plains, NY, 10601-1879, Managing Director: Stephanie Rivas, Phone: 914-989-3800. James Mota offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. James Mota offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.