Jay McClellan

Jay McClellan: Email & Phone Number

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Investment Advisor Representative and Portfolio Manager at Cornerstone Asset Management Services, Inc.|Dayton, Ohio, United States

Position:

Investment Advisor Representative and Portfolio Manager at Cornerstone Asset Management Services, Inc.

Location:

Dayton, Ohio, United States

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Last updated: 2026-07-21
Updated: 2026-07-21

Found email addresses for Jay McClellan:

Business emails:
j********n@cornerstoneassetmgmt.com,
m********j@mutualtrust.com
Personal emails:
h*************k@verizon.net,
j**********n@aol.com

Found phone for Jay McClellan:

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Work Experience 48 years

Investment Advisor Representative and Portfolio Manager at Cornerstone Asset Management Services, Inc.

Jul 2020 - Current

President at Asset Management Systesm, Inc

Jun 1988 - Current

Agent at Mutual Trust Life Solutions

Jan 2007 - Current

Owner at Asset Mgmt Systems, Inc.

Apr 1984 - Current

Advisor at Secure Asset Management

Jan 2017 - Jun 2020

Registered Rep / OSJ at Concorde

Jan 2012 - Nov 2016

T R Dalton Scholarships at Miami County Foundation

Jan 2012 - Jan 2016

CFP at College for Financial Planning

Jan 1988 - Jan 2014

agent at Gleaner Life

Jan 1995 - Jan 2009

President at Asset Management Systems, Inc.

Jan 1984 - Jan 2009

OSJ Branch Manager and Rep at Questar Capital

Jan 1998 - Jan 2007

owner at MCM Acoustics / The Stereo Alternative

Jan 1978 - Jan 1984

Jay McClellan started working in 1978, then the employee has changed 11 companies and 8 jobs. On average, Jay McClellan works for one company for 16 years 6 months.

Their professional focus is 401k, Alternative Investments, and Annuities across 3 core areas.

Jay holds Certified Financial Planner and Certified Estate Planner certifications.

Education

CFP at College for Financial Planning

Bachelor's degree at Columbia College Chicago

College Planning Relief

Northmont HS

Wright State University

Other employees at Cornerstone Asset Management Services, Inc.

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Company
Position
Leonie ONeil
Senior Investment Administrator
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Stephanie Travers
Partner, Director of Marketing
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