Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Patrick Daily is a financial professional with over 30 years of experience in the industry. Jay is currently registered with Calton & Associates, Inc., a firm that provides investment advisory services to high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Prior to joining Calton & Associates, Inc., Jay worked at several other firms, including Southwest Securities, Inc., Penson Financial Services, Inc., Service Asset Management Company, EDI Financial, Inc., and Aspen Equity Partners, LLC. Jay holds a variety of licenses and registrations, including Series 7, Series 24, Series 52TO, Series 53, and Series 63. Jay's expertise includes financial planning, portfolio management, 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/19/2015 - Present
Calton & Associates, Inc. (TAMPA FL)
TX
03/01/2012 - 08/19/2015
ASPEN EQUITY PARTNERS, LLC (DALLAS TX)
TX
05/16/2001 - 03/01/2012
EDI FINANCIAL, INC. (DALLAS TX)
TX
07/07/2000 - 06/28/2001
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
03/11/1996 - 09/27/2000
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
05/22/1990 - 03/12/1996
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 06/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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