Jay Kevin Kready
Investment adviser representative at Stewardship Advisors, LLC
24 yearsExperience
2 statesRegistered in
$545.2MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Stewardship Advisors, LLCJun 2024 to now
- Everence Trust CompanyMar 2013 to Jun 2024
- ProequitiesJan 2006 to Jun 2024
- Everence Financial AdvisorsAug 2002 to Jun 2024
- Concourse Financial Group Securities, IncApr 2002 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Stewardship Advisors, LLC
$545.2MAssets managed
687Clients
9Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4530678
- Firm CRD
- 277099