Jay D. Schurz

KINGDOM GLOBAL ADVISORY GROUP

Bonita Springs, FL

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CRD#: 2839216

Professional summary

Jay Dee Schurz is a registered financial advisor currently at KINGDOM GLOBAL ADVISORY GROUP, LLC located in Bonita Springs, Florida.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jay has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)VARIOUS INSURANCE APPOINTMENTS, 2/2017 20 SEC AND 20 NON-SEC HRS, SELL AND SERVICE VARIOUS TRADITIONAL INSURANCE PRODUCTS 2) Kingdom Global Insurance, LLC; OWNER, MARKETING CHRISTIAN HEALTHCARE PLANS AND SOME LTC AND LIFE INSURANCE - TIME SPENT DURING REGULAR BUSINESS HOURS IS 10%. 3) BRAZILCRUSH, LLC LOCATED AT 11577 N. CAROLINA DRIVE, BONITA SPRINGS, FL. NOT INVESTMENT RELATED. START DATE: 09/14/2022. POSITION: CO-OWNER. NATURE: ONLINE SITE THAT ALLOWS SINGLES FROM BRAZIL AND THE US TO MEET. DUTIES: REVIEWING WEBSITE MEMBERSHIPS, ANSWERING EMAIL QUESTIONS AND CONCERNS. APPROXIMATELY 5 HOURS PER MONTH WITH 0 HOURS DURING SECURITIES TRADING HOURS. 4) Jay Dee Schurz is an associate at CI-Asscociates Panama; Is the business investment related: Yes; Location of the business: Avienda de la Rotonda Panama City Panama 0824 Republic of Panama; Description of the business: CI-Asscociates Panama provides advisory services to non-US citizens in the use of International Insurance products.; Responsibilities Duties: As an asscoiate, I will be advising potential and existing clients on the use of International insurance products.; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10; Contact person at the organization: Juan Flores; website:www.ci-associates.com.pa .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Dee Schurz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 22, 2023 - Present

KINGDOM GLOBAL ADVISORY GROUP, LLC

RIA

CRD#: 324056

Bonita Springs, FL

Past

June 15, 2020 - February 28, 2023

VANDERBILT ADVISORY SERVICES

RIA

CRD#: 116537

Bonita Springs, FL

Past

June 15, 2020 - February 28, 2023

VANDERBILT SECURITIES, LLC

CRD#: 5953

Bonita Springs, FL

Past

July 31, 2014 - June 17, 2020

MWA FINANCIAL SERVICES INC.

RIA

CRD#: 112630

Linton, IN

Past

July 16, 2014 - June 17, 2020

MWA FINANCIAL SERVICES INC.

CRD#: 112630

Linton, IN

Past

February 7, 2013 - July 18, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

LINTON, IN

Past

January 24, 2013 - July 18, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

LINTON, IN

Past

September 6, 2011 - January 29, 2013

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

LINTON, IN

Past

September 1, 2011 - January 29, 2013

CENTAURUS FINANCIAL, INC.

CRD#: 30833

LINTON, IN

Past

May 19, 2010 - August 30, 2011

BROKERSXPRESS LLC

CRD#: 127081

LINTON, IN

Past

December 15, 2008 - April 1, 2010

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

LINTON, IN

Past

December 15, 2008 - April 1, 2010

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

LINTON, IN

Past

January 1, 2004 - December 11, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

LINTON, IN

Past

January 1, 2004 - December 11, 2008

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

LINTON, IN

Past

September 11, 2002 - January 1, 2004

LOCUST STREET SECURITIES, INC.

RIA

CRD#: 1703

VINCENNES, IN

Past

June 1, 2001 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

February 24, 1997 - June 1, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 24, 1997 - June 1, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/22/2023)

IAR

Indiana
(3/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/28/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/21/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/20/2002

Investment Company Products/Variable Contracts Principal Examination

Current Firm

KINGDOM GLOBAL ADVISORY GROUP, LLC

CRD#: 324056 / SEC#:

Florida

Registered Investment Advisory firm - (3/22/2023 Approved)

Indiana

Registered Investment Advisory firm - (3/23/2023 Approved)

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Contact information

Main Address

Bonita Springs, FL

Mailing Address

Phone number

(812) 798-8768

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 1,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jay D. Schurz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Dee Schurz's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANDERBILT ADVISORY SERVICES

VANDERBILT SECURITIES, LLC

MWA FINANCIAL SERVICES INC.

MWA FINANCIAL SERVICES INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

BROKERSXPRESS LLC

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

J.P. TURNER & COMPANY, L.L.C.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

LOCUST STREET SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2002

Series 63

Date: 2/21/1997

SIE

Date: 10/1/2018

Series 7

Date: 12/1/1999

Series 6

Date: 2/21/1997

Series 26

Date: 12/20/2002

Current Firm

KINGDOM GLOBAL ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KINGDOM GLOBAL ADVISORY GROUP, LLC

TRUST BUT VERIFY

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