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Jay D. Ahlbeck, CLU®, ChFC®

Senior Financial Planner

Senior Financial Planner

Jay D. Ahlbeck, CLU®, ChFC®

Senior Financial Planner

Mr. Ahlbeck has advised clients and provided financial planning services for over 20 years. Mr. Ahlbeck founding JDA & Associates in January of 2003 and formally affiliated with Planning Capital Management Corp in 2007. He has specialized knowledge regarding stock compensation planning, both as a recipient and advisor, and works closely with corporate executives.
 
Before founding JDA & Associates, Mr. Ahlbeck served as a Senior Vice President with Fleet Bank. Mr. Ahlbeck worked for Wealth Strategies, Private Banking, Quick & Reilly Brokerage, and Fleet Insurance Services, all Fleet Boston Financial divisions.
 
Mr. Ahlbeck has been an essential part of the Planning Capital Management team, bringing his high level of expertise to clients. Jay is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).