Regents Wealth Management
42yrs
Top advisor by experience in Delaware
23yrs
Dan Jay has worked in the financial industry for 23 years and is a financial advisor based in Delaware, Ohio. Dan joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
At a glance
Experience23 years (since 2003)
How that compares ?Top 15% by experience at Edward Jones
Office3769 Columbus Pike Suite 201, Delaware, OH 43015
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2007 – nowEdward JonesCurrent firm
Contact Dan
Local office(740) 362-1700Ask for Dan. (314) 515-2000Main office · St. Louis, MO 3769 Columbus Pike Suite 201Delaware, OH 43015Office · Get directions
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Questions to ask Dan
Tailored to Dan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dan
How do I contact Dan?
Call Dan’s local office at (740) 362-1700 or the Edward Jones main office at (314) 515-2000, and ask for Dan Jay.
How long has Dan been a financial advisor?
Dan has been in the industry since 2003, about 23 years. Top 15% by experience at Edward Jones.
What licenses does Dan hold?
Series 63. Tap any license on this page to see what it allows.
Is Dan a fiduciary?
Dan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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