Jay David Mcclellan

Employer firm

Cornerstone Asset Management Services, Inc. CRD 137712

$37.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1983 → Present
  Mcclellan Agency
  Dayton, OH
• 04/1996 → Present
  Asset Management Systems Inc.
  Dayton, OH
• 09/2012 → 04/2018
  Concorde Investment Services, Llc
  Troy, MI
• 09/2012 → 04/2018
  Concorde Asset Management, Llc
  Troy, MI
• 11/2016 → 07/2020
  Secure Asset Management, L.L.C.
  Dayton, OH
• 04/2018 → 12/2018
  Aurora Securities Inc
  Troy, MI
• 07/2020 → Present
  Cornerstone Asset Management Services, Inc.
  Dayton, OH

Previous Registrations

• 2016-11-18 → 2020-07-13
  Secure Asset Management, L.L.C.
  Dayton, OH
• 2012-09-21 → 2016-11-18
  Concorde Asset Management, Llc
  Ann Arbor, MI
  Dayton, OH
• 2007-04-17 → 2012-09-21
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2005-01-07 → 2007-05-02
  Questar Asset Management, Inc.
  Dayton, OH
• 1999-10-06 → 2005-12-31
  Questar Capital Corporation
  Dayton, OH

Other Businesses

Asset Management Systems. President. Income tax preparation business along with financial planning and insurance under same name. 8801 N. Main St., Dayton OH 45415. June 1990. 50-80 hours. I am a licensed insurance agent offering various Life A&H products as needed by my clients. McClellan Agency,Owner, 8801 N. Main St., Dayton OH 45415, fixed insurance and annuity sales, 8/8/1984, 5 hrs/month. MVT Investors. General partner and majority owner in an office building that I had constructed in 1987. 8801 N. Main St., Dayton OH 45415. 4-6 hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-10
• S63 Uniform Securities Agent State Law Examination
  1993-09-08

Designations

• Certified Financial Planner