Kathryn J Jay
Investment adviser representative at Spartan Wealth Management
17 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Spartan Wealth ManagementMay 2026 to now
- LPL Financial LLCMay 2026 to now
- Ameriprise Financial Services, Inc.Oct 2009 to May 2026
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MI).
Spartan Wealth Management
Legal name: Spartan Wealth Advisory Services LLC
$1.5BAssets managed
1,176Clients
21Advisers
1 yearIn 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
- 5008770
- Firm CRD
- 331719