Jay Kabad, Cfp®

Jay Kabad, Cfp® Email and Phone Number

President, Jaykay Wealth Advisors, Inc @ Jaykay Wealth Advisors, Inc
Jay Kabad, Cfp®'s Location
Houston, Texas, United States, United States
Jay Kabad, Cfp®'s Contact Details

Jay Kabad, Cfp® work email

Jay Kabad, Cfp® personal email

About Jay Kabad, Cfp®

Jay Kabad, CFP, is President of Jaykay Wealth Advisors, Inc., in Houston, Texas. In business since 1982, Jay provides financial guidance to affluent individuals and families, business owners and executives, professionals and retirees, focusing on investment management, retirement and estate planning.“Wealth accumulation and a comfortable retirement do not come about without careful planning" says Jay. "My clients are active people, many of whom are already successful in their respective business or profession, and are devoting their spare time to family activities, travel, sports and hobbies. They have neither the time nor the inclination to develop financial plans for themselves. They rely on me to do what I do best so that they can attend to their other priorities. I strive to establish and maintain long-term relationships, because working toward financial success is an on-going process that will help produce financial stability for generations to come.”Jay earned an M.B.A. from the University of Pittsburgh, PA. His registrations (held through LPL Financial) include the General Securities Principal (Series 24), General Securities Representative (Series 7), Uniform Investment Advisor Law (Series 65). He shares his knowledge through a series of educational seminars and workshops on Asset Allocation, Estate Planning, Investments, Tax Minimization and conducted for corporations, non-profits or for the public through the University of Houston. Jay is on the Board of Directors of the of the Financial Planning Association of Houston. He was also the National Table Tennis Champion of India and represented the country in tournaments around the world. He and his wife Kanchan make their home in Sugar Land,Texas. Securities offered through LPL Financial Member FINRA/SIPC. Investment advice offered through Jaykay Wealth Advisors, Inc. a registered investment advisor and separate entity from LPL FinancialFor a list of states in which I am/we are registered to do business, please visit: http://www.advisorusa.com/Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

Jay Kabad, Cfp®'s Current Company Details
Jaykay Wealth Advisors, Inc

Jaykay Wealth Advisors, Inc

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President, Jaykay Wealth Advisors, Inc
Jay Kabad, Cfp® Work Experience Details
  • Jaykay Wealth Advisors, Inc
    President
    Jaykay Wealth Advisors, Inc Jan 1991 - Present
    Houston, Tx, Us
    Wealth ManagementFor a list of states in which I am registered to do business please visit www.advisorusa.com. Also refer to websites www.finra.org, www.sipc.org
  • Warren Automatic Tool Company
    Instrumentation Engineer
    Warren Automatic Tool Company 1982 - 1982
  • Mecon Limited, India
    Instrumentation Engineer
    Mecon Limited, India 1976 - 1980
    In

Jay Kabad, Cfp® Skills

Wealth Management Investments Estate Planning Retirement Financial Advisory Securities Series 7 Mutual Funds Investment Management Asset Allocation Financial Services Wealth Investment Advisory Finance Retirement Planning Finra Wealth Accumulation Series 65 Table Tennis Golf Small Business Personal Finance Series 24 Certified Financial Planner Project Planning Tax Financial Goals

Jay Kabad, Cfp® Education Details

  • University Of Pittsburgh, Pa
    University Of Pittsburgh, Pa
    Finance
  • Indian Institute Of Science, Bangalore, India
    Indian Institute Of Science, Bangalore, India
    Engineering
  • Indian Institute Of Technology, Madras
    Indian Institute Of Technology, Madras
    Physics
  • Central College Banglore India
    Central College Banglore India
    Physics
  • National College Banglore India
    National College Banglore India
    Pre-Degree

Frequently Asked Questions about Jay Kabad, Cfp®

What company does Jay Kabad, Cfp® work for?

Jay Kabad, Cfp® works for Jaykay Wealth Advisors, Inc

What is Jay Kabad, Cfp®'s role at the current company?

Jay Kabad, Cfp®'s current role is President, Jaykay Wealth Advisors, Inc.

What is Jay Kabad, Cfp®'s email address?

Jay Kabad, Cfp®'s email address is ia****@****ail.com

What schools did Jay Kabad, Cfp® attend?

Jay Kabad, Cfp® attended University Of Pittsburgh, Pa, Indian Institute Of Science, Bangalore, India, Indian Institute Of Technology, Madras, Central College Banglore India, National College Banglore India.

What are some of Jay Kabad, Cfp®'s interests?

Jay Kabad, Cfp® has interest in Traveling, Golf.

What skills is Jay Kabad, Cfp® known for?

Jay Kabad, Cfp® has skills like Wealth Management, Investments, Estate Planning, Retirement, Financial Advisory, Securities, Series 7, Mutual Funds, Investment Management, Asset Allocation, Financial Services, Wealth.

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