JAYKAY WEALTH ADVISORS, INC.

Overview

Jaykay Wealth Advisors, Inc. is an independent Registered Investment Adviser that serves individual and family clients with a mix of advice, portfolio management and education. The firm registered with the SEC in 2018 and operates under a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. In practice the firm appears to run discretionary portfolios for its client base, provides financial planning, and conducts educational seminars and workshops intended to support individual and small-business clients. Business activities extend beyond advisory services: Jaykay Wealth Advisors, Inc. is also active as a broker-dealer and an insurance broker. That combination supports the firm’s use of annuities and insurance-based solutions alongside traditional advisory offerings. The firm is not an active ESG investor and is not positioned as a multi-state adviser or pension consultant; it describes itself as a domestic, individually owned entity and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices