Where are Jaykay Wealth Advisors, Inc. employees located globally?

Jaykay Wealth Advisors, Inc. has employees across 3 continents and 3 countries including Kazakhstan, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Jaykay Wealth Advisors, Inc.'s team size changed over time?

Jaykay Wealth Advisors, Inc.'s team has decreased from approximately 8 to 7 employees based on available data.

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.

Jaykay Wealth Advisors, Inc. Global Highlights

North America
9

United States Of America
9

Asia
1

Kazakhstan
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Jaykay Wealth Advisors, Inc.'s Leadership

J. K.
President
Mobile Phone
Email

Jaykay Wealth Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Other

Contact profiles from Jaykay Wealth Advisors, Inc.

Name

Title

Contact

Location

Last Update

J. K.
President
Mobile Phone
Email
United States, Mississippi
Apr 14, 2026

Frequently Asked Questions

What is Jaykay Wealth Advisors, Inc. known for?

Jaykay Wealth Advisors, Inc. was founded in 1989 and operates in the Financial Services industry. You can contact Jaykay Wealth Advisors, Inc.'s 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?

Jaykay Wealth Advisors, Inc. employees' email format typically follows the pattern of First@advisorusa.com. 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?

Jaykay Wealth Advisors, Inc. has approximately 10 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

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

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

President: J. K.

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Jaykay Wealth Advisors, Inc. Employee Directory

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