Daniel Joseph Duckett
Investment adviser representative at Jaykay Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$173.8MFirm assets
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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
- Seminars and workshops
Experience
11 years in the industry.
- Jaykay Wealth Advisors, Inc.Mar 2026 to now
- LPL FinancialJan 2026 to now
- Motley Fool Wealth Management, LLCJan 2025 to Dec 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2025
- Fidelity Brokerage Services LLCApr 2015 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Jaykay Wealth Advisors, Inc.
$173.8MAssets managed
139Clients
3Advisers
8 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
- 6159757
- Firm CRD
- 170192