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Senior Advisor

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Mr Ahlbeck graduated from Wittenberg University, Springfield Ohio in 1983 where he was an honor student and where he earned a Bachelor of Arts in Business Administration and Political Science. Mr Ahlbeck spent his entire professional career in the field of financial services prior to founding JDA & Associates in January of 2003.

Mr Ahlbeck launched JDA & Associates after 15 years of experience working in large diversified financial institutions. As a Senior Vice President at Fleet Bank (formerly Summit Bank), Mr Ahlbeck managed a 20 member staff of Account Executives servicing affluent clients. Mr Ahlbeck gained diverse experience and knowledge while managing his staff and building client relationships.

While working for Wealth Strategies, Private Banking, Quick & Reilly Brokerage, and Fleet Insurance Services (all units of Fleet Boston Financial) Mr Ahlbeck was immersed in wealth management and planning strategies for high net worth clients.

Mr Ahlbeck’s role as a manager has given him exposure to, and an understanding of, some of the most complex financial planning situations. Mr Ahlbeck left an institutional setting to establish a “boutique” firm focused on providing clients exceptional financial products and services across institutional boundaries and without any bias toward a single employer or institution. Although his management experience has proven invaluable, Mr Ahlbeck believes his greatest resource is his passion for providing client solutions.

In 2006, JDA & Associates became affiliated with Planning Capital Management. Jay has become an invaluable part of the team since then, bringing his high level of expertise and experience to our clients. Jay is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

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