Jay Caldwell

Jay Caldwell

Independent Financial Advisor

Phone: (701)223-9084
E-mail:
 

Jay Caldwell is an Independent Financial Consultant with Diversified Wealth Management and Securities America.  Jay believes a cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

Jay began his career in the financial services industry in 2006 and previously served as a Regional Business Consultant at Curian Capital, LLC.  While at Curian, he assisted financial professionals throughout North Dakota, South Dakota, and Minnesota with their clients financial plans and investments.  Prior to that, he worked at National Planning Corporation, TransAmerica Capital, and AmTrust Bank.  He currently holds a Series 7 Securities License, Series 66 Advisory License, and  Life and Annuity Licenses.  He earned his bachelor’s degree in economics and communications from DePauw University in Greencastle, Indiana.

Jay and Alli were married on May 30th of 2015. They enjoy traveling, golfing, singing karaoke, and spending time with their goldendoodle, Buddy.