Jay Kadlec

Background

About Jay Kadlec

I help people make smart decisions with their money, especially in how it can impact their retirement. I am also actively pursuing the designation of Certified Financial Planner (CFP) in addition to my current licensure and continuing education. My current licenses are SIE, Series 7, Series 66 FINRA CRD#: 7047900, Michigan Accident, Health, Life, Long-Term Care, and Variable Life & Variable Annuities Insurance and Mortgage Loan Originator MLS#: I have experience as a proactive wealth management advisor and analyst with exceptional accomplishments in portfolio construction, financial planning, and investment management. With a solid foundation in business development, relationship management, and consulting, I excel at analyzing market and investment data and translating this into actionable strategies that promote sustainable profits. I possess a solid market understanding along with the ability to adapt to changing market conditions to advise my clients accordingly. Throughout my career, I have demonstrated a talent for conducting liability and risk analysis and evaluating both quantitative and qualitative data to advise clients on sound, profitable business decisions. Additionally, leveraging knowledge of debt management and wealth building, I align current business practices with the overall client mission.