President
Asset Management Systesm, Inc
AeroLeads people directory · profile
Jay Mcclellan, Cfp® Email & Phone Number
President
at
Asset Management Systesm, Inc
1 work email found
@cornerstoneassetmgmt.com
4 phones found area 937
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Dayton, Ohio, United States
Company size
Who is Jay Mcclellan, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jay Mcclellan, Cfp® is listed as President at Asset Management Systesm, Inc, a company with 8 employees, based in Dayton, Ohio, United States. AeroLeads shows a work email signal at cornerstoneassetmgmt.com, phone signal with area code 937, and a matched LinkedIn profile for Jay Mcclellan, Cfp®.
Jay Mcclellan, Cfp® previously worked as Investment Advisor Representative and Portfolio Manager at Cornerstone Asset Management Services, Inc. and Agent at Mutual Trust Financial Group. Jay Mcclellan, Cfp® holds Cfp, Financial Planning from College For Financial Planning.
Company email context
Email format at Asset Management Systesm, Inc
This section adds company-level context without repeating Jay Mcclellan, Cfp®'s masked contact details.
*@cornerstoneassetmgmt.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jay Mcclellan, Cfp®. Compare company email patterns before reaching out.
Profile bio
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!
Listed skills include Investments, Insurance, Financial Services, Life Insurance, and 46 others.
Current workplace
Jay Mcclellan, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Asset Management Systesm, Inc
13 roles · 48 years
Jay Mcclellan, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative And Portfolio Manager
CurrentFee 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.
Jul 2020 - Present
President
Current
Asset Management Systesm, Inc
Jun 1988 - Present
Agent
CurrentMutual 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.
2007 - Present
~19 yrs 5 mos
Owner
Current
Asset Mgmt Systems, Inc.
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.
Apr 1984 - Present
Advisor
Secure Asset Management
Jan 2017 - Jun 2020
Registered Rep / Osj
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.
2012 - Nov 2016
T R Dalton Scholarships
Miami County Foundation
2012 - 2016
~4 yrs
1988 - 2014
~26 yrs
Agent
Gleaner Life
1995 - 2009
~14 yrs
President
Asset Management Systems, Inc.
"Capitalism with conscience" We help small business owners and individuals achieve financial independence, with peace of mind; allowing them to sleep well at night.
1984 - 2009
~25 yrs
Osj Branch Manager And Rep
Questar Capital
1998 - 2007
~9 yrs
Owner
Mcm Acoustics / The Stereo Alternative
Owner
1978 - 1984
~6 yrs
Team & coworkers
Colleagues at Asset Management Systesm, Inc
Other employees you can reach at cornerstoneassetmgmt.com. View company contacts for 8 employees →
ST
Stephanie Travers
Colleague at Asset Management Systesm, IncIndependence, Ohio, United States, United States
View →
LO
Leonie O'Neil
Colleague at Asset Management Systesm, IncCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
GA
George Anastasakis
Colleague at Asset Management Systesm, IncBroadview Heights, Ohio, United States, United States
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Stephanie Travers
Colleague at Asset Management Systesm, IncIndependence, Ohio, United States, United States
View →
LO
Leonie O'Neil
Colleague at Asset Management Systesm, IncCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
GA
George Anastasakis
Colleague at Asset Management Systesm, IncBroadview Heights, Ohio, United States, United States
View →
10 education records
Jay Mcclellan, Cfp® education
Cfp, Financial Planning
Bachelor'S Degree
Bachelor'S Degree
Education record
College Planning Relief
Education record
Northmont Hs
Education record
Northmont Hs
Education record
Northmont Hs
Education record
Northmont Hs
Education record
Northmont Hs
Education record
FAQ
Frequently asked questions about Jay Mcclellan, Cfp®
Quick answers generated from the profile data available on this page.
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 Asset Management Systesm, Inc?
Jay Mcclellan, Cfp® is listed as President at Asset Management Systesm, Inc.
What is Jay Mcclellan, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cornerstoneassetmgmt.com for Jay Mcclellan, Cfp® at Asset Management Systesm, Inc.
What is Jay Mcclellan, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 937 for Jay Mcclellan, Cfp® at Asset Management Systesm, Inc.
Where is Jay Mcclellan, Cfp® based?
Jay Mcclellan, Cfp® is based in Dayton, Ohio, United States while working with Asset Management Systesm, Inc.
What companies has Jay Mcclellan, Cfp® worked for?
Jay Mcclellan, Cfp® has worked for Asset Management Systesm, Inc, Cornerstone Asset Management Services, Inc., Mutual Trust Financial Group, Asset Mgmt Systems, Inc., and Secure Asset Management.
Who are Jay Mcclellan, Cfp®'s colleagues at Asset Management Systesm, Inc?
Jay Mcclellan, Cfp®'s colleagues at Asset Management Systesm, Inc include Stephanie Travers, Leonie O'Neil, and George Anastasakis.
How can I contact Jay Mcclellan, Cfp®?
You can use AeroLeads to view verified contact signals for Jay Mcclellan, Cfp® at Asset Management Systesm, Inc, including work email, phone, and LinkedIn data when available.
What schools did Jay Mcclellan, Cfp® attend?
Jay Mcclellan, Cfp® holds Cfp, Financial Planning from College For Financial Planning.
What skills is Jay Mcclellan, Cfp® known for?
Jay Mcclellan, Cfp® is listed with skills including Investments, Insurance, Financial Services, Life Insurance, Retirement Planning, Asset Management, Financial Advisory, and Fixed Annuities.
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