Jay is available to provide individualized retirement plan guidance and support. With more than 25 years of experience, Jay Cole provides plan sponsors with objective investment advice while serving as a fiduciary to ensure all plan sponsor duties are fulfilled. Working closely with individuals to help resolve their retirement challenges, Jay guides participants toward meeting their overall goals by helping to build retirement plans and investment strategies to specific personal situations.
Prior to joining Cannon in 2015, Jay served as President of J.R. Cole & Associates, Inc, a Registered Investment Advisory firm in Albany. There he specialized in the design and implementation of retirement and other employee benefit programs and worked with high net worth individuals on wealth transfer and estate planning.
A native of Tifton GA, Jay earned his BBA in Risk Management and Insurance from the University of Georgia in 1989. He has also earned numerous designations including Certified Employee Benefit Specialist (CEBS) from International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania in 2000; Chartered Life Underwriter (CLU) from The American College in 2000; and Chartered Financial Consultant (ChFC) from The American College in 2001.