Jay Patrick Clark

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-04-12

OH RA
APPROVED

Since 2024-04-12

Branch Locations

7465 Sr 366 Ste A, Huntsville, OH 43324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Henry Holt & Company	New York	NY	08/2008	03/2018
Self-Employed	Columbus	OH	07/2015	03/2018
Jay Patrick Clark	Huntsville	OH	04/2018	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-08

S66 Uniform Combined State Law Examination

2018-08-08

Designations

View on SEC IAPD

Current Employers

United Planners' Financial Services Of America A Limited Partner

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews