Jay Hummel is a Managing Partner at Uniting Wealth Partners and a Partner and Co-Founder of Wealth Advisor Growth Network (WAGN). Jay is dedicated to helping independent financial advisors and the companies that serve them to accelerate growth, maximize enterprise value, and realize their full potential. With decades of industry experience, he has worked with some of the country’s largest RIAs, aggregators, and asset managers. Jay’s passion lies in advocating for advisors and their clients, ensuring they have the resources and strategies to succeed in an evolving financial landscape.
Before founding Uniting Wealth Partners and WAGN, Jay was a Senior Vice President and Head of American Century Investments’ Personal Financial Solutions Business, overseeing teams serving 600,000 clients and managing $40 billion in assets. He also served as a Managing Director at Envestnet, leading strategic initiatives and thought leadership. Jay also held the roles of President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati-based multi-family office, and began his career in accounting and consulting at Deloitte.
Jay has written two industry books for Wiley: Success and Succession and The Essential Advisor. He is also the host of the Deep Dive Podcast, which focuses on how advisors can better run their practices.
