DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner43 years in industry

JAY DAVID MCCLELLAN

Advisor at CORNERSTONE ASSET MANAGEMENT SERVICES, INC.

Dayton, OH | BROADVIEW HEIGHTS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad147192-fed7-bc0a-ed55-bbdebfe71d48

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 6, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 8, 1993
First registration: Oct 6, 1999
Dual registered: no
IAPD individual key: 1360920

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.	Former SEC adviser	Jul 6, 2020	n/a	yes	BROADVIEW HEIGHTS, OH\|Dayton, OH	Current employment
SECURE ASSET MANAGEMENT, L.L.C.	Independent wealth	Nov 18, 2016	Jul 13, 2020	no	Dayton, OH	Previous registration
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Sep 21, 2012	Nov 18, 2016	no	ANN ARBOR, MI\|DAYTON, OH	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Apr 17, 2007	Sep 21, 2012	no	TAMPA, FL	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 7, 2005	May 2, 2007	no	DAYTON, OH	Previous registration
QUESTAR CAPITAL CORPORATION	n/a	Oct 6, 1999	Dec 31, 2005	no	DAYTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURE ASSET MANAGEMENT, L.L.C.	CORNERSTONE ASSET MANAGEMENT SERVICES, INC.	Jul 13, 2020	Jul 6, 2020	-7	Firm change	Other
CONCORDE ASSET MANAGEMENT, LLC	SECURE ASSET MANAGEMENT, L.L.C.	Nov 18, 2016	Nov 18, 2016	0	Firm change	Other
J. W. COLE ADVISORS, INC.	CONCORDE ASSET MANAGEMENT, LLC	Sep 21, 2012	Sep 21, 2012	0	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	J. W. COLE ADVISORS, INC.	May 2, 2007	Apr 17, 2007	-15	Firm change	Other
QUESTAR CAPITAL CORPORATION	QUESTAR ASSET MANAGEMENT, INC.	Dec 31, 2005	Jan 7, 2005	-358	Bulk transfer	Other

Relationships

Registered with (6)

→ CORNERSTONE ASSET MANAGEMENT SERVICES, INC.Registered adviserregistration: current employment
Jul 6, 2020 to presentfactForm ADV
→ SECURE ASSET MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Nov 18, 2016 to Jul 13, 2020factForm ADV
→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 21, 2012 to Nov 18, 2016factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Apr 17, 2007 to Sep 21, 2012factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 7, 2005 to May 2, 2007factForm ADV
→ QUESTAR CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Oct 6, 1999 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.