Jay R Rowe
Jay R Rowe
MBA DBA
Financial Advisor
(931) 454-2824
3150 Aspen Grove Drive
Franklin, TN 37067
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My Background

As a Financial Advisor with CUNA Brokerage Services, Inc., serving members of Ascend Federal Credit Union, I help individuals and families reach their financial goals by providing sound financial advice and creating detailed and realistic financial plans. I am deeply committed to my clients’ financial wellbeing and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.

Helping people is my passion, and I want to improve the lives of my clients. I have nearly a decade of experience in financial services which has assisted me in honing an approach that includes actively listening and partnering with clients to form a customized plan unique to their situations. 

I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education . . .
  • MBA, Cumberland University
  • M.S., Middle Tennessee State University
  • B.A., Lipscomb University
Personal . . .
  • I have two sons, Jake and Riggs, and have been a resident of middle Tennessee for more than 25 years.

Professional Services
  • Retirement Planning
  • 401(k) Planning
  • Education Funding
  • Portfolio Management
  • Comprehensive Financial Guidance
  • Retirement Income Planning
  • Wealth Preservation
  • Long Term Care Insurance
  • General Investment Management
  • Life Insurance Planning