NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Jay joined TI- Trust, Inc. (formerly First Bankers Trust Services Inc.) in March of 2015 as the Executive Vice President of Investment Management. Through careful financial analysis, design, implementation and service, Jay is primarily responsible for portfolio monitoring and client relationship management.
Jay has over 20 years of experience in the financial services industry. Prior to joining TI-TRUST, Jay was employed by First Investment Services/First Bankers Trust Company as an AVP-Financial Advisor. Before that, Jay was employed by First Bankers Trust Services as the Investment Trust Officer providing trust clients with portfolio management. He also worked as a Financial Advisor for Hannibal National Bank in Hannibal, Missouri.
Jay is a Series 65 registered investment advisor representative and has a Bachelor’s degree in Economics from the Missouri University of Science and Technology. Jay also holds the Series 7, Series 63, Life and Health insurance licenses and the Accredited Investment Fiduciary (AIF) designation. He is a graduate from Cannon Financial Institute’s Personal Trust School I, II, and III. Jay recently received the designation of Certified Financial Fiduciary® (CFF).