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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay McClellan is a financial advisor registered with Cornerstone Asset Management Services, Inc. and has been in the industry for over 30 years. He is based in Broadview Heights, OH and has a current registration as an Investment Advisor Representative (IAR). Jay McClellan has a strong background in the financial industry, having worked with several firms throughout his career. He is a Certified Financial Planner and has experience in providing financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
07/06/2020 - Present
Cornerstone Asset Management Services, Inc. (BROADVIEW HEIGHTS OH)
OH
04/17/2018 - 12/31/2018
AURORA SECURITIES (Dayton OH)
OH
09/21/2012 - 11/18/2016
CONCORDE INVESTMENT SERVICES, LLC (DAYTON OH)
OH
04/11/2007 - 09/21/2012
J.W. COLE FINANCIAL, INC. (DAYTON OH)
OH
02/16/1999 - 04/11/2007
QUESTAR CAPITAL CORPORATION (DAYTON OH)
AL
07/29/1997 - 02/16/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
05/24/1989 - 07/28/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
06/24/1985 - 06/17/1989
LEADERTECH SECURITIES, INC.
NA
04/25/1985 - 11/29/1985
FIRST INVESTORS CORPORATION
IA
Issued 02/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/30/1990
Series 24 - General Securities Principal Examination
BC
Issued 06/30/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/11/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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