Our Qualifications / Jay D. McClellan, CFP®

Asset Management Systems Inc. is a financial planning firm that provides investment and retirement plans, insurance and estate planning, succession plans and tax planning strategies. Jay D. McClellan, CFP®, is President of AMS and is also a Registered Principal of J.W. Cole Financial, Inc.  a Registered Broker/Dealer and member of the FINRA/SIPC. and an Investment Advisor Representative of Jonathan Roberts Advisory Group Inc. a Registered Investment Advisor.* Jay Graduated from Columbia College in 1977 and is also a graduate of the College for Financial Planning, and earned the CFP® certification from the CFP Board.  The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner TM and   logo, which it awards to individuals who successfully complete initial and ongoing certification requirements.

According to recent studies less than 13% of those who call themselves "financial planners" have actually obtained the CFP® certification.  Jay has also earned other professional designations including the CEP (Certified Estate Planner) and continues to pursue knowledge in all areas relating to the financial planning process; routinely earning more than twice the amount of continuing education credits required by the various governing and licensing bodies.

He is the past President of the Dayton area chapter of the International Assoc. for Financial Planning (IAFP) which is now known as the Financial Planning Assoc. (FPA), and has served in various capacities on the board of directors.  He currently serves as the President of the Miami Valley Arbor of Gleaners, a non-profit, fraternal benefit society which has been helping "Good people do good things for other good people" while insuring the lives and retirement plans of its members for over 100 years.