Get to know Jay Randall, AIF®


Ready to focus on your financial goals? I'm here to help you work towards achieving your financial goals. Let's work together to place you on the road to success by implementing savings and protection strategies. 
Let's connect to get started:
D (614) 358-3265 | M (614) 203-2407
5600 Blazer Parkway, Suite 300 Dublin, OH 43017
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  • Started in the Financial Services Industry in 2009.
  • Specializes in working with companies on comprehensive retirement plan solutions and business succession planning strategies.
  • Works with individual clients on money management strategies and risk-based solutions.

Education & Credentials:

  • BBA in Finance and Decision Sciences - Miami University - Oxford, Ohio
  • FINRA Series 6, 7, and 63 securities registrations
  • Accredited Investment Fiduciary® (AIF) designation
  • Former President of Columbus Chapter of NAIFA


  • Supporting my client's charitable organizations
  • Golf, College Football, Baseball
  • My daughter's personal activities