Jay McClellan
Cornerstone Asset Management Services · Broadview Heights, Ohio
Jay McClellan is a fee-only financial advisor at Cornerstone Asset Management Services in Broadview Heights, Ohio, who holds the CFP credential. Cornerstone Asset Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cornerstone Asset Management Services |
|---|---|
| Based in | Broadview Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.6M across 480 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1360920 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.cornerstoneassetmgmt.com |
| Profile |
How Jay's firm compares
- Cornerstone Asset Management Services's average account is about $78,000, from its Form ADV (assets managed divided by 480 accounts).
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Questions about Jay
Is Jay McClellan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Cornerstone Asset Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Cornerstone Asset Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay McClellan based?
Jay McClellan is based in Broadview Heights, Ohio.
What credentials does Jay McClellan hold?
Jay McClellan holds the CFP credential.
Is Jay McClellan registered with the SEC?
Yes. Jay McClellan is registered as an investment adviser representative in OH (CRD 1360920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Asset Management Services manage?
Cornerstone Asset Management Services reports $37.6M across 480 accounts in assets under management.
How do I contact Jay McClellan?
Through Jay's website, www.cornerstoneassetmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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