Ascend Retirement and Investment Services - Jay Rowe

Employee Spotlight | 07/11/22
Jay Rowe

Gerald “Jay” R. Rowe, III, MBA, DBA, CFP®, Financial Advisor

Jay's coverage areas include Bellevue, Charlotte, Cookeville, Dickson, Elm Hill, Gallatin, Green Hills, Hendersonville, Hermitage, Melrose, and Mt. Juliet.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

As a Financial Advisor with over a decade of experience, Jay helps individuals and families pursue their financial goals by helping to create detailed and realistic financial plans. Jay is deeply committed to members’ financial well-being and seeks to provide the right advice for their unique circumstances. He holds an M.S. from Middle Tennessee State University, a B.A. from Lipscomb University, and received his MBA from Cumberland University.

He also has a Doctorate in Business Administration from Liberty University, and is a Certified Financial PlannerTM.
(931) 454-2824

1915 Glen Echo Road
Nashville, TN 37215

The financial advisors at Ascend Retirement and Investment Services are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ascend Federal Credit Union and Ascend Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascend Retirement and Investment Services, and may also be employees of Ascend Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascend Federal Credit Union or Ascend Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union

Not Credit Union Deposits
or Obligations

May Lose

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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