Jay McClellan, financial advisor Dayton OH
96 score

Jay McClellan

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

Jay McClellan (CRD# 1360920) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Dayton, OH and has over 23 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
Concorde Investment Services, LLC Troy, MI Sep 2012 - Current 4
Concorde Asset Management, LLC Troy, MI Sep 2012 - Current 4
Asset Management Systems Inc. Dayton, OH Apr 1996 - Current 20
Mcclellan Agency Dayton, OH Mar 1983 - Current 33
J W Cole Financial Inc. Dayton, OH May 2007 - Sep 2012 5
Jonathon Roberts Advisory Group Dayton, OH May 2007 - Sep 2012 5
Questar Asset Management Ann Arbor, MI Jan 2005 - Apr 2007 2
Questar Capital Corporation Dayton, OH Feb 1999 - Apr 2007 8
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: 248-824-6710
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    2,048
    ACCOUNTS
  • Average Account Value
    $114,992
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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