Dan Jay, Financial Advisor

FINANCIAL ADVISOR
Dan C Jay

AAMS™
3769 Columbus Pike Ste 120, Delaware, OH 43015opens in a new window
Client by Referral
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Insurance & Annuities

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Health & Nutrition
  • Cycling
  • Traveling

Team Members

  • Delilah Hetterscheidt
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 06:30PM
Wed 08:00AM - 04:30PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(740) 362-1700

Fax

(877) 222-0961

Office Address

3769 Columbus Pike Ste 120
Delaware, OH 43015opens in a new window

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