Jay Ahlbeck

Executive Managing Director @ KinneyMunro Wealth Advisors

About

Jay Ahlbeck Executive Managing Director KinneyMunro Wealth Advisors Mr. Ahlbeck joins Kinney Munro with over 20 years of experience advising high- net-worth clients and providing comprehensive financial planning. In January 2003, he founded the financial advisory firm JDA & Associates and later affiliated with Planning Capital Management. He has specialized knowledge in stock compensation, complex estate planning, and customized portfolios for high-net-worth clients. Before founding JDA & Associates, Mr. Ahlbeck was Senior Vice President at Fleet Bank. He worked for Wealth Strategies, Private Banking, Quick & Reilly Brokerage, and Fleet Insurance Services, all divisions of Fleet Boston Financial. Jay played collegiate basketball and still plays today. He enjoys golf, fishing, and spending time with his wife, two daughters, and their 13-year-old labradoodle, Bella. Jay is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Country

United States

City

New York City Metropolitan Area

Industry

Financial Services

Skill

Wealth Management, Securities, Wealth, Insurance, Wealth Management Services, Strategic Financial Planning, Financial Services, High Net Worth Individuals, Life Insurance, Private Banking, Strategic Planning, Entrepreneurship, Management, Asset Managment, CRM, Risk Management, Series 7, Business Development, Financial Modeling, Asset Management

Experience

Executive Managing Director

KinneyMunro Wealth Advisors

2024-10 - Present · 2 yrs

Clark, New Jersey, United States

Jay joins Kinney Munro with over 20 years of experience advising high-net-worth clients and providing comprehensive financial planning. In January 2003, he founded the financial advisory firm JDA & Associates and later affiliated with Planning Capital Management. He specializes in stock compensation, complex estate planning, and customized portfolios for high-net-worth clients. Before founding JDA & Associates, Mr. Ahlbeck was Senior Vice President at Fleet Bank. He worked for Wealth Strategies, Private Banking, Quick & Reilly Brokerage, and Fleet Insurance Services, all divisions of Fleet Boston Financial. Jay played collegiate basketball and still plays today. He enjoys golf, fishing, and spending time with his wife, two daughters, and their 13-year-old labradoodle, Bella. Jay is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Senior Financial Advisor - Stock Compensation

Planning Capital

2007-6 - 2024-10 · 17 yrs 5 mos

Philadelphia, Pennsylvania, United States

President

JDA & Associates

2003-1 - 2024-10 · 21 yrs 10 mos

Philadelphia, Pennsylvania, United States

JDA & Associates provides Employer Stock Compensation Analysis and Wealth management

Senior Vice President

Fleet Bank

1995-1 - 2002-9 · 7 yrs 9 mos

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.