Jay Slagle, CFP®, AIF®

Together we can design a plan that will guide to a successful financial future.

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Rather & Kittrell Jay Slagle, CFP®, AIF®
Knoxville, TN

Serving Clients Nationwide

Together we can design a plan that will guide to a successful financial future.

13 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Jay Slagle is a Senior Advisor with Rather & Kittrell where he works with individuals and families to accomplish their financial goals. He began with the company in 2012 as an Associate Advisor.

Jay is a CERTIFIED FINANCIAL PLANNER™ professional and received his undergraduate degree from the University of Tennessee where he majored in Public Administration and Political Science.

Upon graduation, he took part in the Knoxville Fellows Program, a residential leadership development program that provides the opportunity to serve the community as well as grow spiritually and professionally. After the Fellows Program, Jay returned to the University of Tennessee to complete a Masters degree in Business Administration where he concentrated in Finance.

Jay and his wife Kelci have a daughter named Lily and they love to travel any chance they get. Their trips often involve attending sporting events including the Atlanta Braves, golf, and tennis tournaments. Jay is a lifelong golfer.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

11905 Kingston Pike Knoxville, TN 37934

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button and complete the brief form to get in touch with us. From individuals to families to businesses, let’s talk about how Rather & Kittrell can help ensure your transitions go as smoothly as possible. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Rather & Kittrell Capital Management is a Registered Investment Advisory firm. Lytle Rather and Chris Kittrell launched RK more than 20 years ago, based on the steadfast belief that “people come first.” In that time, a two-desk business has grown into an advisory firm that serves individuals, families, and businesses managing the transitions that inherently come with money.

At RK we begin with a foundational question: what’s best for our client? Everything we do is in service of that goal.

WEALTH MANAGEMENT PHILOSOPHY

As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.

OUR SERVICES ADDRESS 6 KEY CONCERNS OF OUR CLIENTS

✅ Wealth Preservation: Our team makes certain your investments align with what’s most important to you.

✅ Wealth Enhancement: We work with you to keep your cash flow healthy, and mitigate your tax burden.

✅ Wealth Transfer: Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.

✅ Wealth Protection: Wealth protection is about protecting your assets from catastrophic loss.

✅ Charitable Giving: Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.

✅ Full-Service Collaboration: We work with your entire team of experts to ensure that your plan is aligned with all your goals.

What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.

Education

University of Tennessee, Knoxville, Master of Business Administration (MBA) Finance, Bachelor of Business Administration (BBA), Public Administration and Political Science

Hobbies and Interests

  • Family
  • Golf
  • Sports
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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Jay Slagle

✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We have worked with Jay for several years now. Jay has never been unavailable to meet and address any questions/concerns we may have. We both appreciate the peace of mind we have knowing Jay and RK are there for us. We would (and have) highly recommend Jay to anyone looking for professional competent management of their finances. Gene & Robyn Patton
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gene Patton
Gene Patton

Jay Slagle

✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We have enjoyed our professional relationship with Jay. He is actively engaged with our account. Jay has been very prompt in responding to our questions or other needs. You never have to ask Jay twice, he is on top of things and follows through with a response. They work with a variety of other professionals such as Attorneys, Accountants and Insurance. We are happy enough, that we have recommended Jay and Company to several others, who are now using R&K as well. Keep up the good work.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brenda Virtues
Brenda Virtues

peace of mind

✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We have been more than pleased with Jay Slagle as our certified financial planner. Jay along with the team of Rather Kittrell has been personal, prompt, available, hands on and collaborative in helping us create peace of mind for our future financial picture. The step by step approach in wealth protection, mitigating tax burden and maximizing charitable giving along with wealth enhancement have been a blessing to us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeff and Valerie McMichael
Jeff and Valerie McMichael

Rather & Kittrell clients for many years

✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
My wife and I have been clients for many years. Jay became our advisor in 2016 and has been a great advisor through our transition from the workforce to retirement. He has kept us informed and directed us as we have changed our focus from employment to learning to harness our time and resources for travels and experiences. We have found Jay to be a seasoned financial advisor and quick to assist with any changes or advice needed when we want to use our financial resources to help with new interests or causes.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dennis Patty Knight
Dennis Patty Knight

Five Stars

✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
Core competency, honesty, a humble and demonstrated confidence in yourself and RK group is important me. Family and my family’s financial well being are real personal concerns for me. For years before retiring Jay has been my main contact for the RK group. My family’s well being has proven to be very important to him, and the RK group. Their performance and concern for us makes me proud to have them looking out for family’s interests.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for D Kerr
D Kerr

Great relationships!

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
We have been very pleased with the guidance and support we have received from Rather and Kittrell! We have worked with Jay and team for many years and have never had a concern about our plan, nor have we had a question gone unanswered.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill and Rene Waibel
Bill and Rene Waibel

Financial Planning

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Tim and I have know Jay for many years and are so thankful that he is now our financial advisor! Jay offers patience along with his expertise as we navigate the world of financial planning. We trust his advise and appreciate his willingness to answer our many questions and provide advice to help us plan for the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ginger Teague
Ginger Teague

Trustworthy & Genuine

✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Our family has known Jay for many years in various roles and he has consistently been a young man of character, hard-work and integrity. There was no reservation in turning over our financial guidance to Jay and he has proven to be quite knowledgeable, gifted in communicating and sincere in watching out for his clients' best interests. It is crucial to have long-term financial plans in place and I have been so blessed by the guidance Jay has provided and by the patience and understanding he conveys relative to our personal circumstances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Fraser Family
Fraser Family

Financial Advising

✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
My wife and I have known Jay and his wonderful family for many years, and watched him continue to grow into the fine reputable young man he is. we needed financial assistance once we retired 3 years ago, knowing jay and the quality of his judgement, we felt confident in choosing him managing our retirement, we couldn't be more pleased with Jay and the Rather Kittrell team. In the 3 years of working with him he has always been responsive and easy to work with. We were concerned about healthcare cost being we retire a few years early and he helped save us a lot of money in that respect as well. Jay has good values as a person and i'm sure anyone would be thrill to worked with him. Keith Hill
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Keith Hill
Keith Hill

Great advisor

✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We've had Jay as our advisor for several years now and he continues to do a great job managing our investments. He is always responsive and is very personable and easy to work with. We are confident that he will continue to look out for us and keep us on track.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thom Kerr
Thom Kerr

A premier partnership

✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I view Rather and Kittrell as a premier partnership in that they are closely linked to serving Laura and I well. Our success helps them and they have the systems and expertise in place to help us manage our retirement assets. We are very pleased with the relationship and results!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Todd
Mike Todd

Financial advising

✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I've had the pleasure of working with Jay Slagle for my financial needs, and I can't recommend him enough. Jay has been instrumental in guiding me through financial planning, expertly managing my investments, and optimizing my 401k. His wealth of knowledge and personalized approach have truly made a positive impact on my financial well-being. Jay's dedication and commitment to his clients are unmatched. If you're seeking a top-notch financial adviser, Jay Slagle is the one to trust.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ben Stroud
Ben Stroud

Creates comfortable environment

✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Jay met with my wife and I approximately 18 months ago while we were searching for financial services in the knoxville area. Jay provided a comfortable environment while we discussed what was important to us and our financial journey. We have since worked with Jay to fully develop our financial plan and appreciate his guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for CHUCK HALLER
CHUCK HALLER