Client Login 800.541.0170

Bio

> 513.661.3100
> Email Me

DOWNLOADS:
> PDF Bio
> VCard

M. Jay Wertz, CFP®

Director of Wealth Advisory Services, Principal

Wealth Advisory Services, Cincinnati

Jay joined Johnson Investment Counsel in 1998. He is a Director of Wealth Advisory Services in Cincinnati, Ohio, and holds the Certified Financial Planner (CFP®) designation. Before coming to the firm, he was a Trust Officer at a national bank. Jay leads the Equity Strategy Team at the firm, and is also a member of the firm’s Portfolio Strategy Team. Jay resides in Western Hills, with his wife, Kathy, and their two teen sons, Alex and Jack.

Education:

University of Cincinnati, B.B.A. Finance & Marketing

Community Involvement:

Elder High School,
    Board of Trustees 
    Executive Committee
    Finance and Facilities Committee, Chair
    Tuition and Enrollment Committee, Chair
Society of St. Vincent de Paul, Board of Trustees

Memberships & Affiliations:

Wall Street Journal Wealth Management Advisory Panel

Highlights & Recognitions:

Quoted in the New York Times and Wall Street Journal