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Working from our Albany office, Jay Cole helps plan sponsors design and implement qualified retirement plans.

Jay Cole, ChFC, CEBS, Retirement Plan Consultant and Financial Advisor

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. Jay also advises plan participants in their retirement planning goals.

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.

Jay is a member of the Porterfield Memorial United Methodist Church, Albany Rotary Club and served on the Albany City Commission from 1997-2001.

Areas of Expertise

Plan Level Consulting
Participant Education & Advice
Retirement Planning
Asset Management