JM
Jay Mcclellan
from Cornerstone Asset Management Services, Inc.
Jay Mcclellan is a financial advisor based in Ohio, Broadview Heights,
with 42 years of experience. Jay currently works for
Cornerstone Asset Management Services, Inc..
Jay maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jay Mcclellan works at Cornerstone Asset Management Services, Inc.
Cornerstone Asset Management Services, Inc. is a financial advisory firm based in Broadview Heights, Ohio. It currently has approximately $30,024,213 of assets under management and employs about 8 people. Cornerstone Asset Management Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1000 W Wallings Rd, Suite D, Broadview Heights, Ohio, 44147
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