Jay Conner

Investment Advisor Representative

502.882.4608

Jay Conner serves as an Investment Advisor Representative with Meritrust Wealth Management.

He joined the team in February 2006, after beginning his career with American Express Financial Advisors (now Ameriprise) in 2002. Jay specializes in Evidence-Based Investing, Retirement Plan Services, and Charitable Strategies. He works with companies to determine their retirement plan needs and creates solutions to serve the organization and their employees. He also works with individuals and families who want to create a charitable legacy plan. He lives with his family in Jeffersonville, IN.

Ask me about:
  • How can Evidence-Based Investing provide peace of mind?
  • What is a Donor Advised Fund?
  • Why is Retirement Plan Design important? How can this simple step create an impact for my employees?
  • How are Golf and Investing similar?

Education
  • Bachelor of Science, Financial Management, Indiana University, Bloomington, Indiana
  • Master of Business Administration, Indiana University Southeast, New Albany, Indiana
Professional Affiliations
  • Series 66
  • NAPA Member
Community Involvement
  • President – Greater Clark County Schools Education Foundation
  • Investment Chair & Board Member – Community Foundation of Southern Indiana
  • Rotary Club of Jeffersonville (Past President)
  • Past President of Rauch, Inc. Board
  • Past President of RBR Alliance Board
Related Services
  • Retirement Plan Services
  • Evidence-based Investing
  • Personal Financial Planning
  • Accumulation Stage Planning
  • Qualified Retirement Plans
  • Investment Management

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.