Jay Kready (CRD# 4530678) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Mount Joy, PA and has over 21 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Everence Trust Company | Mount Joy, PA | Oct 2019 - Current | 4 |
Concourse Financial Group Securities Inc. | Mount Joy, PA | Jan 2006 - Current | 18 |
(dba) Everence | Mount Joy, PA | Aug 2002 - Current | 21 |
Concourse Financial Group Securities Inc. | Mount Joy, PA | Apr 2002 - Current | 22 |
Everence Trust Company | Goshen, IN | Feb 2013 - Sep 2019 | 6 |
Everence Financial Advisers (fka Mma) | Mount Joy, PA | Apr 2002 - Sep 2019 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2002 |
S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- PA
-
Total Assets Under Management4,373MILLIONS
-
Total Number of Accounts20,957ACCOUNTS
-
Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.