Jay Randall, AIF®
Partner
Background
Jay has been working as an advisor in the financial services industry affiliated with the Principal® Financial Network since 2009. HIs professional experience has allowed him to build a practice centered on individual wealth management and corporate 401(k) plan/executive benefit solutions. Known for a client-first approach, Jay focuses on understanding each client’s unique set of goals and delivering a clear and concise strategy for that aligns with their long term goals. With a commitment to integrity, education and personalized service, Jay strives to build a long-term lasting relationship based on trust. Jay is a firm believer that his clients are like his family.
Focus
- Investment and Portfolio Construction for High Net Worth Clients
- 401(k) Benchmarking, Education, Plan Design and Fiduciary Services
- Non-Qualified Deferred Compensation, Cash Balance Plans, Employee Stock Ownership Plans
- Key Employee Benefits – Recruiting Retention and Rewarding Strategies
- Business Succession, Business Valuation, Exit Planning and Buy Sell Funding
Education and Credentials
Jay holds a FINRA Series 6, 7 and 63 as well as a life and health insurance license. Jay has also obtained his AIF® deisgnation. Jay graduated from Miami University with a Bachelor of Science in Finance and Decision Sciences in 1998.