Jaykay Wealth Advisors, Inc.

Jaykay Wealth Advisors, Inc. (CRD# 170192) is a financial advisory firm headquartered in Houston, TX. They manage $75,000,000 in 300 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Jaykay Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jayanth R. Kabad
CRD#: 1023557
6200 Savoy Dr., #300, Houston, TX 77036
96
Wealthminder
score

Jayanth Kabad (CRD# 1023557) is an Investment Advisor Representative working at Jaykay Wealth Advisors, Inc. in Houston, TX and has over 30 years of experience in the finance industry. Jayanth Kabad 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.

2
Anasuya Kabad
CRD#: 5958719
6200 Savoy Dr., #300, Houston, TX 77036
88
Wealthminder
score

Anasuya Kabad (CRD# 5958719) is an Investment Advisor Representative working at Jaykay Wealth Advisors, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

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