Jaykay Wealth Advisors, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$174M

Discretionary

$174M

100% of AUM

Avg account

$491K

Accounts

354

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 170192
Registered since: May 31, 2018
Website: www.advisorusa.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.1%
Individuals10.09%
Corporations / Businesses4.24%
Charitable Organizations0.58%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Jaykay Wealth Advisors, Inc. is an independent SEC-registered advisory firm that works primarily with individual and family clients. Registered in 2018, the firm combines advisory services with broker-dealer and insurance brokerage activities. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include percentage-of-assets, hourly, and fixed-fee structures. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.