United Planners' Financial Services of America a Limited Partner
24yrs
More experience than 70% of advisors in Ohio
8yrs
Jay Clark
Full name on record: Jay Patrick Clark
Financial advisor at United Planners' Financial Services of America a Limited Partner
Jay Clark is a fiduciary financial advisor in Huntsville, Ohio, with 8 years in the industry. Jay joined United Planners' Financial Services of America a Limited Partner in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Jay holds the CFP® designation.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office7465 SR 366 Suite A, Huntsville, OH 43324
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$410,135
Advisors at the firm362
States licensed ?1 state
Services through United Planners' Financial Services of America a Limited Partner
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – now
Contact Jay
(480) 991-0225Firm headquarters in Scottsdale, AZ. Ask for Jay. 7465 SR 366 Suite AHuntsville, OH 43324Office · Get directions Firm websiteHTTPS://WWW.UNITEDPLANNERS.COM
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Questions to ask Jay
Tailored to Jay’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 Jay
How do I contact Jay?
Call United Planners' Financial Services of America a Limited Partner at (480) 991-0225 and ask for Jay Clark. Jay works from the Huntsville, OH office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
United Planners' Financial Services of America a Limited Partner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Jay 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.