Jay Sharifi

Critic
DISC Type : C

Founder at Dark Horse Won LLC

Manassas, Virginia, United States

Overview

Jay Sharifi is the Founder and CEO of Legacy Wealth Management, bringing over 20 years of experience to retirement and estate planning. He is a published author and a Georgetown University-certified financial planner. His expertise focuses on asset protection, market growth, and simplifying financial complexities for the families and businesses he serves.

Residing in Arlington, Virginia, Jay enjoys spending time with his family. He is actively involved in his community, supporting local charities such as Coles Closet and contributing to causes that benefit military veterans. His work emphasizes building a lasting financial legacy for future generations.

Before his career in finance, Jay worked as a Medical Lab Technician at the Wayne State University School of Medicine.

Personality Overview

Critic

Information Seeker

Negotiator

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Retirement Planning
As the founder of a wealth management firm, he specializes in creating retirement income strategies and is the author of "Building a Better Legacy. "
Asset Protection
His professional focus includes safeguarding income and prioritizing asset protection for his clients to ensure their financial security.
Team Growth
His recent social media activity indicates a focus on expanding his advisory team, highlighting an interest in talent acquisition and company culture.

Media Appearances

Jay has no verified media appearances

Work History

8-2023
Founder at Dark Horse Won LLC
1-2018
CEO at Legacy Wealth Management Inc.
12-2013
Co-Founder & CFO at LANS LLC
2-2004
Founder at Legacy Wealth Management Inc.
1-2003 - 1-2004
Medical Lab Technician at Wayne State University School of Medicine

Education

2015 - 2016
Certificate In Financial Planning from Georgetown University
2010 - 2012
Master of Business Administration (MBA) from Keller Graduate School of Management of DeVry University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Manassas, Virginia, United States Job Level : Leadership Designation : Founder at Dark Horse Won LLC
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Insights For Selling To Jay

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jay

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jay move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jay take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jay

Personality Compatibility


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