Jay McClellan, financial advisor Dayton OH
96 score

Jay McClellan

CRD Number: 1360920
Current Firm: Secure Asset Management, LLC

Jay McClellan (CRD# 1360920) is an Investment Advisor Representative working at Secure Asset Management, LLC in Dayton, OH and has over 24 years of experience in the finance industry. Jay McClellan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Secure Asset Management, LLC Dayton, OH Nov 2016 - Current 1
Concorde Investment Services, LLC Troy, MI Sep 2012 - Current 5
Concorde Asset Management, LLC Troy, MI Sep 2012 - Current 5
Asset Management Systems Inc. Dayton, OH Apr 1996 - Current 22
Mcclellan Agency Dayton, OH Mar 1983 - Current 35
J W Cole Financial Inc. Dayton, OH May 2007 - Sep 2012 5
Jonathon Roberts Advisory Group Dayton, OH May 2007 - Sep 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Jay D. McClellan
Phone Number: 248-414-1527
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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