Wealth management and financial planning; for individuals and businesses.

Jay Conner

Financial Advisor

MBA, AIF

502.882.4608

Jay Conner serves as a Financial Advisor 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, Financial Planning, 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 to create financial and estate plans for individuals and families, many of whom want to create a charitable legacy plan. He lives with his family in Jeffersonville, IN.

  • 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)

  • Specialties


    • Qualified Retirement Plan Services
    • Evidence-based Investing
    • Personal Financial Planning
    • Accumulation Stage Planning
    • Retirement Income Planning
    • Non-Qualified Retirement Plan Services
    • Investment & Wealth Management

Share by: