About Jay
Jay is a financial strategist in the Charleston office. He serves a wide range of McKinley Carter clients in West Virginia and across the country, helping young professionals and retirees alike navigate the questions and intricacies of their money. Jay chairs the communications committee of our Investment Services Council (ISC) and serves as the overall Specialized Practice Group Content Coordinator.
Areas of focus
Credentials & background
Designations
Education
West Virginia Wesleyan College Bachelor of Science - Business Administration 2011
Clients served
Registered in
West Virginia
Regulatory
The firm
McKinley Carter Wealth Services roots begin with David H. McKinley, who, after working for a decade in the financial services industry in Wheeling, West Virginia, envisioned building an independent, multi-site investment advisory and financial planning firm. He wanted to create a firm small enough to provide highly personalized care, but large enough to provide technical expertise, continuity of care, and economies of scale.
129 Summers Street Suite 200, Charleston, WV 25301$350M assets under managementDisclosures
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.