Jay McClellan

Portfolio Manager

Independent Advisor Representative

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Jay graduated from Columbia College Chicago in 1977 and The College for Financial Planning in 1988. Jay has been in the financial industry over 30 years and is a Certified Financial Planner and Certified Estate Planner. Jay is the President of Asset Management Systems, Inc., where he provides comprehensive financial planning, insurance and investment services. He also provides business planning along with income tax preparation, as well as estate planning services. Jay serves as Portfolio Manager on the CAMS/AMS Core 12 Portfolio. 

 

Jay serves as a trustee for OPAG, the Ohio Pyrotechnics Arts Group as well as sits on the scholarship committee for the Miami County Foundation. Jay resides in Tipp City, Ohio and is an avid slalom water skier and fireworks enthusiast.

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