Jay Conner

Investment Advisor Representative

502.882.4608

jay.conner@meritrustwm.com

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?

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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

Greater Clark County Schools Education Foundation (Past President)
Community Foundation of Southern Indiana (Former Investment Chair & Board Member)
Rotary Club of Jeffersonville
Rauch, Inc. Board (Past President)
RBR Alliance Board (Past President)

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.