Jay Patrick Clark

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 08/2008 → 03/2018
  Henry Holt & Company
  New York, NY
• 07/2015 → 03/2018
  Self-Employed
  Columbus, OH
• 04/2018 → Present
  Jay Patrick Clark
  Huntsville, OH

Other Businesses

1.) JAY PATRICK CLARK - ASSOCIATE - NON-VARIABLE INSURANCE - HUNTSVILLE, OH - SINCE 04/2018 - INVESTMENT RELATED 2.) CLARK FINANCIAL GROUP - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - HUNTSVILLE, OH - SINCE 04/2022 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2018-08-08

Designations

• Certified Financial Planner