Jay Everett Kadlec
Investment adviser representative at Forefront
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$239.8MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- First Capital Mortgage, Inc.Jul 2025 to now
- ForefrontJun 2025 to now
- Chalk MoneyJun 2025 to now
- Eca Marketing IncApr 2025 to now
- Simplicity MinneapolisJan 2024 to now
- American Heritage LendingJun 2025 to Apr 2026
- Grayson SubaruJan 2025 to Aug 2025
- Brogan Financial Insurance PlanningSep 2023 to Jun 2025
- Brogan Financial, Inc.Sep 2023 to Jun 2025
- Rocket MortgageMar 2022 to Jul 2023
- New York Life Ins CoDec 2021 to Mar 2022
- Nylife Securities LLCDec 2021 to Mar 2022
- USA FinancialNov 2018 to Nov 2021
- Keller FordSep 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, TN).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 7047900
- Firm CRD
- 308521