As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
After my 16 years as a trader in New York City on the New York Mercantile Exchange and after 9/11, I returned to my Columbus, OH roots in 2003 to join Edward Jones. As a financial advisor first in Westerville, I have now been serving my clients in my Delaware, OH office since 2004.
In 2007, I became a limited partner with Edward Jones. I have served the firm as a field trainer, mentor, level leader, secondary recruiting leader, diverse inclusion leader, solutions system coach and as an Area BRIDGE Leader for diversity and inclusion. I am also a proud graduate of The Ohio State University and earned my MBA from Fordham University.
My wife, Denise, and I reside in Delaware County. We have two adult children, Lauren and Ryan, with one now leading an admissions department at a wonderful college and the other now a physician at one of our local hospitals. As a family, we enjoy traveling, cooking (shows), soccer, tennis and OSU athletics (me).
In Delaware, I am a long-time member of the Delaware Area Chamber of Commerce; an alumnus of Leadership Delaware; and a past and current supporter of several Delaware County, Columbus Area and national charities, and the Olentangy Local School District.
My senior branch office administrator, Delilah Hetterscheidt, is dedicated to providing you with the highest level of service possible. In 2018, she also became a limited partner with the firm.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Health & Nutrition
Phone NumberDan C Jay at (740) 362-1700
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 06:30PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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