Jay Lefkowicz

Vice President, Wealth Management Advisor

75 Rockefeller Plz
New York, NY 10019
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As senior advisor of the Lefkowicz Group, I deliver thoughtful counsel relevant to your financial goals, providing personalized Private Wealth services for executives in Asset Management and Technology; as well as Corporate Retirement Services for small to mid-size companies.

As a Merrill Financial Advisor, my singular purpose is to help clients pursue their goals, for the present and future. My mission is to understand you, taking the time to ask thoughtful questions, listening carefully to understand where your wealth is today and where you want it to be tomorrow.

My process entails more than just wealth management, with the ability to provide access to the latest insurance solutions through Merrill Lynch Wealth Management, banking services through Bank of America, and trust and estate planning services through Bank of America Private Bank.  Helping families simplify the complexities of their financial lives allows them to focus on what is most important to them and their loved ones.

Having begun my finance career in 1988 in Merrill's fixed-income analytics department, I joined Instinet in 1992, where I studied technical analysis under the tutelage of Marc Chaikin. Prior to joining Merrill Lynch Wealth Management as a Financial Advisor, I was the Technical Strategist at Concept Capital Markets, LLC (now Cowen Prime Services), Chief Market Strategist at Saratoga Capital, and the Founder and Managing Member of Equitable Edge, LLC.

I hold a B.S., cum laude, in Computer Science and Applied Mathematics from the State University of New York at Albany (1989) and earned the following designations:
Chartered Financial Analyst® in 2002
Chartered Market Technician® in 2010
Certified Plan Fiduciary Advisor in 2019
Chartered SRI Counselor® in 2022

I enjoy baseball (watching my kids, the Yankees, fantasy) and golf.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA® Institute.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Our Vision
  • Acting in the clients' best interest
  • Providing thoughtful guidance
  • Mutual respect amongst our team and clients - as people and professionals
  • Capitalizing on our individual strengths and perspectives to support our team and clients
  • Continually learning and improving through education and practical experience
Meet Our Professional Staff
Helene Lefkowitz
Assistant Vice President, Wealth Management Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sharon Byrd
Employee Benefits Specialist
Bank of America, N.A.
Michael Liik
Wealth Strategies Advisor
Bank of America, N.A.
Andre Reguinho
Retirement Specialist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jay Lefkowicz is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MI, NC, NJ, NY, OH, PA, PR, RI, SD, TX, UT, VA, WI.