Jay Angotti (CRD# 5890221) is an Investment Advisor Representative working at Kpc Financial Solutions, LLC in Grapevine, TX and has over 8 years of experience in the finance industry. Jay Angotti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kpc Financial Solutions | Grapevine, TX | Nov 2023 - Current | < 1 |
| Kpc Financial Solutions LLC | Grapevine, TX | Oct 2021 - Current | 2 |
| Hilltop Securities Inc. | Dallas, TX | Feb 2023 - Nov 2023 | < 1 |
| Northern Lights Distributors, LLC | Elkhorn, NE | Feb 2015 - Feb 2023 | 8 |
| Swan Global Investments, LLC | Durango, CO | Jan 2015 - Feb 2023 | 8 |
| Swan Global Investments | Durango, CO | Jan 2015 - Feb 2023 | 8 |
| International Asset Advisory, LLC | Orlando, FL | Oct 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- TX
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Total Assets Under Management25MILLIONS
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Total Number of Accounts270ACCOUNTS
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Average Account Value$92,593
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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