Jayson H. Jay

5 TALENTS ADVISORS,

CAMERON PARK, CA 95682

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CRD#: 3089234

Professional summary

Jayson Hans Jay is a registered financial advisor currently at 5 TALENTS ADVISORS, INC located in Cameron Park, California.

Jayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jayson has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

I CONDUCT INSURANCE BUSINESS IN MY OWN NAME. THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS THE SAME AS MY OFFICE ADDRESS. THE BUSINESS INVOLVES THE SALE OF FIXED AND VARIABLE ANNUITIES AND TERM INSURANCE. I CONDUCT IT AS A SOLE PROPRIETOR. I STARTED DOING THIS IN AUGUST OF 2011, AND DEVOTE APPROXIMATELY 1.5 HOURS PER DAY ON AVERAGE DURING TRADING HOURS. THE BUSINESS INVOLVES THE SALES OF ANNUITIES AND OTHER INSURANCE PRODUCTS. HARVEST WEALTH ADVISORS, INC.; NOT INVESTMENT RELATED; OWNER; CAMERON PARK, CA; START:10/2021 TO PRESENT; SPENDS APPROX 1 HOUR/MONTH DURING TRADING HOURS; FORMED FOR PERSONAL INCOME AND TAX PURPOSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayson Hans Jay'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

October 30, 2024 - Present

5 TALENTS ADVISORS, INC

Office #1: 2531 Merrychase Dr. Suite 200, Cameron Park, CA 95682

RIA

CRD#: 333270

CAMERON PARK, CA

Past

December 7, 2021 - October 28, 2024

ARKADIOS WEALTH ADVISORS

RIA

CRD#: 288863

Antelope, CA

Past

December 6, 2021 - October 28, 2024

ARKADIOS CAPITAL

CRD#: 282710

ATLANTA, GA

Past

January 4, 2012 - December 31, 2016

HARVEST WEALTH ADVISORS INC

RIA

CRD#: 157937

ROSEVILLE, CA

Past

September 19, 2011 - December 31, 2021

RESOURCE INVESTMENT ARCHITECTS, INC.

RIA

CRD#: 111894

Antelope, CA

Past

August 1, 2011 - January 3, 2022

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

Roseville, CA

Past

December 17, 2008 - August 9, 2011

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ROSEVILLE, CA

Past

December 17, 2008 - August 9, 2011

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ROSEVILLE, CA

Past

May 29, 2007 - December 22, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SACRAMENTO, CA

Past

May 29, 2007 - December 22, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SACRAMENTO, CA

Past

October 19, 2004 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

SACRAMENTO, CA

Past

June 14, 2004 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

SACRAMENTO, CA

Past

March 8, 1999 - June 10, 2004

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

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

California
(10/30/2024)

IAR

Texas
(4/15/2025)

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: 10/18/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/1999

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: 3/5/1999

General Securities Representative Examination

Current Firm

5 TALENTS ADVISORS, INC

CRD#: 333270 / SEC#:

California

Registered Investment Advisory firm - (10/30/2024 Approved)

Texas

Registered Investment Advisory firm - (4/15/2025 Conditional Restricted)

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Contact information

Main Address

2531 Merrychase Dr. Suite 200, Cameron Park, CA 95682

Mailing Address

3941 Park Dr Suite 20-294, Eldorado Hills, CA 95762

Phone number

916-960-4080 EXT. 3

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 43,273,587

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jayson H. Jay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayson Hans Jay's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS WEALTH ADVISORS

ARKADIOS CAPITAL

HARVEST WEALTH ADVISORS INC

RESOURCE INVESTMENT ARCHITECTS, INC.

INVESTMENT ARCHITECTS, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

WAMU INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2004

Series 63

Date: 4/1/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/5/1999

Current Firm

5 TALENTS ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

5 TALENTS ADVISORS, INC

TRUST BUT VERIFY

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