Jay Mcclellan, Cfp®

Jay Mcclellan, Cfp® Email and Phone Number

President @ Asset Management Systesm, Inc
Dayton, OH, US
Jay Mcclellan, Cfp®'s Location
Dayton, Ohio, United States, United States
Jay Mcclellan, Cfp®'s Contact Details
About Jay Mcclellan, Cfp®

Providing financial peace of mind to individuals and small business owners for more than 30 years. AMS offers fee based investment advice and planning as a fiduciary; putting your financial goals first. Capitalism with conscience!

Jay Mcclellan, Cfp®'s Current Company Details
Asset Management Systesm, Inc

Asset Management Systesm, Inc

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President
Dayton, OH, US
Website:
cornerstoneassetmgmt.com
Employees:
8
Jay Mcclellan, Cfp® Work Experience Details
  • Asset Management Systesm, Inc
    President
    Asset Management Systesm, Inc
    Dayton, Oh, Us
  • Cornerstone Asset Management Services, Inc.
    Investment Advisor Representative And Portfolio Manager
    Cornerstone Asset Management Services, Inc. Jul 2020 - Present
    Ohio, United States
    Fee based financial planning and tax preparation services.We are fiduciaries who always put the client first. We benefit when our clients money grows and we suffer along with our clients when it doesn't. As the portfolio manager of the CAMS / AMS Core 12 Portfolio I use a time tested strategy that has been enhanced in an attempt to generate consistent returns on a risk adjusted basis.
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  • Asset Management Systesm, Inc
    President
    Asset Management Systesm, Inc Jun 1988 - Present
  • Mutual Trust Financial Group
    Agent
    Mutual Trust Financial Group 2007 - Present
    Oak Brook, Il
    Mutual Trust has some of the best permanent life products I have ever found as well as a team that is truly dedicated to getting business done.
    View
  • Asset Mgmt Systems, Inc.
    Owner
    Asset Mgmt Systems, Inc. Apr 1984 - Present
    A.M.S. provides comprehensive financial planning, insurance and investment services. We provide business planning along with income tax preparation, as well as estate planning services when working with local attorneys.
  • Secure Asset Management
    Advisor
    Secure Asset Management Jan 2017 - Jun 2020
  • Concorde Investment Services, Llc
    Registered Rep / Osj
    Concorde Investment Services, Llc 2012 - Nov 2016
    Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Asset Management Systems, Inc. is independent of CIS and CAM, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
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  • Miami County Foundation
    T R Dalton Scholarships
    Miami County Foundation 2012 - 2016
  • College For Financial Planning
    Cfp
    College For Financial Planning 1988 - 2014
    View
  • Gleaner Life
    Agent
    Gleaner Life 1995 - 2009
  • Asset Management Systems, Inc.
    President
    Asset Management Systems, Inc. 1984 - 2009
    "Capitalism with conscience" We help small business owners and individuals achieve financial independence, with peace of mind; allowing them to sleep well at night.
  • Questar Capital
    Osj Branch Manager And Rep
    Questar Capital 1998 - 2007
  • Mcm Acoustics / The Stereo Alternative
    Owner
    Mcm Acoustics / The Stereo Alternative 1978 - 1984
    Owner

Jay Mcclellan, Cfp® Skills

Investments Insurance Financial Services Life Insurance Retirement Planning Asset Management Financial Advisory Fixed Annuities Estate Planning Securities Finance Retirement Wealth Small Business Iras Series 7 Financial Planning Wealth Management Disability Insurance Financial Planners Investment Advisory High Net Worth Individuals Money Management Personal Finance Mutual Funds 401k Insurance Planning Investment Strategies Equities Annuities Tax Brokers Wealth Accumulation Alternative Investments Strategic Financial Planning Wealth Management Services Health Insurance Long Term Care Financial Advice Ira's Asset Allocation Wealth Transfer Life Planning Comprehensive Wealth Management Long Term Care Management Customer Service Leadership Portfolio Management Strategic Planning

Jay Mcclellan, Cfp® Education Details

Frequently Asked Questions about Jay Mcclellan, Cfp®

What company does Jay Mcclellan, Cfp® work for?

Jay Mcclellan, Cfp® works for Asset Management Systesm, Inc

What is Jay Mcclellan, Cfp®'s role at the current company?

Jay Mcclellan, Cfp®'s current role is President.

What is Jay Mcclellan, Cfp®'s email address?

Jay Mcclellan, Cfp®'s email address is jm****@****gmt.com

What is Jay Mcclellan, Cfp®'s direct phone number?

Jay Mcclellan, Cfp®'s direct phone number is +193766*****

What schools did Jay Mcclellan, Cfp® attend?

Jay Mcclellan, Cfp® attended College For Financial Planning, Columbia College Chicago, Columbia College Chicago, College Planning Relief, Northmont Hs, Northmont Hs, Northmont Hs, Northmont Hs, Northmont Hs, Wright State University.

What skills is Jay Mcclellan, Cfp® known for?

Jay Mcclellan, Cfp® has skills like Investments, Insurance, Financial Services, Life Insurance, Retirement Planning, Asset Management, Financial Advisory, Fixed Annuities, Estate Planning, Securities, Finance, Retirement.

Who are Jay Mcclellan, Cfp®'s colleagues?

Jay Mcclellan, Cfp®'s colleagues are George Anastasakis, Stephanie Travers, Leonie O'neil.

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