Jay Branson, CFP®, ChFC, in

Jay Branson, CFP®, ChFC,

Login to view DISC.
President at Branson, Fowlkes & Company, Inc.
📍 Houston, Texas, United States

Jay Branson is a founding Principal of Branson, Fowlkes & Company with over 30 years of experience in wealth management. He specializes in serving affluent families and institutions, utilizing a trademarked diversification approach. A former instructor at the University of Houston, he also completed an executive program on AI strategy at MIT Sloan.

Outside of his firm, Jay is a passionate collector of visual arts, displaying his extensive collection of paintings, prints, and sculptures in his office. He is a Level III certified swimming coach and previously spent seven years as a triathlon coach for the Leukemia & Lymphoma Society’s Team in Training program.

Unique fact: Jay and his wife’s passion for art is so significant that their large collection is on display for clients and visitors at their companys offices.

Read the full overview →
Experience
41 Years
Current Role
President
Location
Houston, Texas, United States
Personality Overview

How Jay shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jay cares about

Wealth Management
As President and founder of a wealth management firm, he specializes in creating financial and investment strategies for affluent families, trusts, and retirement plans.
Investment Diversification
His firm has a trademarked multi-level approach to diversification called D3 The Power of Diversification™, a core part of his investment philosophy.
+5 more topics Login to view topics
Career

Work history

10-1987
President
Branson, Fowlkes & Company, Inc.
11-1984 - 10-1987
Financial Planner
Lincoln Financial Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2018 - 2018
Executive Program
MIT Sloan School of Management
1997 - 1999
Chartered Financial Consultant - ChFC
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jay. Free, 10 seconds.