LeadIQ logo
Learn more at LeadIQ.com
Jaykay Wealth Advisors, Inc. logo

Jaykay Wealth Advisors, Inc. Employee Directory

Financial ServicesTexas, United States2-10 Employees

Jaykay Wealth Advisors, Inc. is a financial services firm based in Houston, Texas. It operates as a small team of CERTIFIED FINANCIAL PLANNER™ practitioners with more than three decades of experience, delivering personalized guidance and developing integrated plans that cover retirement income, investments, taxes, risk, and estate considerations.

These services include Retirement Income and Distribution Planning, focusing on funding income needs and maintaining a desired standard of living, plus beneficiary planning for retirement and non-retirement assets. Investment Services feature quarterly portfolio reviews and potential reallocations, with guidance on positioning funds within employer plans such as 401(k)s. Tax Reduction Strategies, Risk Management, and Estate Planning address tax efficiency, insurance and long-term care protection, beneficiary considerations, and strategies to minimize estate taxes while safeguarding assets and establishing inherited IRA structures for extended distributions.

Find Jaykay Wealth Advisors, Inc. employees' phone numbers or email addresses

Jaykay Wealth Advisors, Inc. Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Jaykay Wealth Advisors, Inc.'s Leadership

  • Stylized image of a person
    J. K.
    President
    Phone icon
    Mobile Phone

Jaykay Wealth Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Jaykay Wealth Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    President
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 14, 2026

Frequently Asked Questions

What is Jaykay Wealth Advisors, Inc. known for?

Minus sign iconPlus sign iconJaykay Wealth Advisors, Inc. was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 6200 Savoy Drive Suite 300 Houston, Texas United States; you can contact the main corporate office by phone at
+1-713-780-****
. Explore Jaykay Wealth Advisors, Inc.'s company overview page for more information.

What is Jaykay Wealth Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconJaykay Wealth Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jaykay Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does Jaykay Wealth Advisors, Inc. have currently?

Minus sign iconPlus sign iconJaykay Wealth Advisors, Inc. has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Jaykay Wealth Advisors, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Jaykay Wealth Advisors, Inc.'s key employees include:

  • President: J. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.