Jay David Mcclellan
CFP®Professional Summary
Jay David Mcclellan, CFP® is a registered financial advisor currently at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. located in Dayton, Ohio. Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jay has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 22, Series 6, Series 51, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
Contact Information
Main Address
1000 W Wallings Rd Suite D, Broadview Heights, OH 44147Phone Number
(440) 746-0707# of Employees
9Documents
Regulatory Assets Under Management
Total Number of Accounts
480AUM (Assets Under Management)
$37,599,619Similar Advisors
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(7/6/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Oct 1989Series 22 — Direct Participation Programs Representative Examination
Passed Dec 1985About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1985About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1987About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jay David Mcclellan's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
