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    Jay R. Kemmerer

    Chairman & CEO, Chief Compliance Officer

    Jay R. Kemmerer entered the securities industry in 1984. He has been educating business and individual clients in the areas of wealth management for over 27 years.  His firm collectively has over 100 years of experience.  During his portfolio management tenor for a locally managed mutual fund, he had received recognition in the Wall Street Journal's "Category King" segment numerous times from 2003 - 2010. Jay currently holds his Series 65 License-Investment Advisor Representative, Series 24 License-General Securities Principal, Series 63 License-Uniform State Law, Series 7 License-General Securities Representative, Registered Investment Advisor, Life and Annuity Representative, as well as his PA Insurance License.

    Mr. Kemmerer is also the creator of "The Wealth Advocate" educational series.  This series of expert information and video interviews is dedicated to providing in depth financial information to benefit families and businesses.

    Speaking engagements available.

    Click here to email Jay

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