Jay Kang (CRD# 2562683) is an Investment Advisor Representative working at Avantax Advisory Services in Ambler, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Insurance & Financial Services, Inc. | Ambler, PA | Jan 2020 - Current | 4 |
| Avanatx Investment Services, Inc. | Ambler, PA | Jun 2015 - Current | 8 |
| Avantax Insurance Agency LLC | Ambler, PA | Jun 2015 - Current | 8 |
| Avantax Advisory Services | Ambler, PA | Jun 2015 - Current | 8 |
| U-san, LLC | Philadelphia, PA | May 2012 - Current | 11 |
| Global Premiere Group LLC | Philadelphia, PA | Jun 2016 - Jan 2020 | 3 |
| Fsc Securities Corporation | Blue Bell, PA | Jan 2012 - Jun 2015 | 3 |
| Global Premiere Group, LLC | Blue Bell, PA | Feb 2010 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
- PA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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