JS

Jay D. Schurz

Some features on this profile are disabled
CRD#: 2839216
JS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jay Dee Schurz was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1997. Jay had 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"?
No

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 22, 2023 - January 9, 2026

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

BD
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.

BD
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.

BD
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.

BD
CRD#: 30833
LINTON, IN
Past

May 19, 2010 - August 30, 2011

BROKERSXPRESS LLC

BD
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.

BD
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.

BD
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.

BD
CRD#: 1703
DES MOINES, IA
Past

February 24, 1997 - June 1, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 24, 1997 - June 1, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


KG
KINGDOM GLOBAL ADVISORY GROUP, LLC
KINGDOM GLOBAL ADVISORY GROUP, LLC

CRD#: 324056 / SEC#:

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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
1

Regulatory assets under management


Total Number of Accounts45
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.

Company Information


KINGDOM GLOBAL ADVISORY GROUP, LLC

CRD#: 324056

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