JK
Jay K. Kready
STEWARDSHIP ADVISORS
Mount Joy, PA 17552
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CRD#: 4530678
JK
Professional summary
Jay Kevin Kready is a registered financial advisor currently at STEWARDSHIP ADVISORS, LLC located in Mount Joy, Pennsylvania.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jay has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
>> BHK ENTERPRISES LLC; Non-investment Related; 1876 Breneman Road, Manheim PA 17545; Real Estate; Partner; Start Date 09/2007; 5 hours per month with no hours occurring during trading hours; Buy/bought property to seek long term benefits of real estate ownership and seek rental income through service as a landlord. Currently own and manage 6 properties with 4 commercial tenants and 16 residential tenants. >> 5K ENTERPRISES LLC; Investment Related; Manheim, PA 17545; Other; Landlord; Start Date 04/2022; 2-3 hours per month with no hours per month occurring during trading hours; Family partnership in form in an effort to grow a real estate portfolio and to provide an opportunity for family to work together as well as provide a legacy asset to our children long term. >> JAY'S JAVA; Non-Investment Related; Manheim, PA 17545; Other; Owner; 04/1999; No hours per month; Coffee sales and distribution; Inactive business. >> POA; Non-Investment Related; Manheim, PA 17545; Other; Power of Attorney; Start Date 10/2013; No hours per month; Serve, as needed, as Power of Attorney for my mother. >> QUINVEST LLC; Investment Related; Manheim, PA 17545; Real Estate; Partner; Start Date 05/2022; 1 to 2 hours per month with no hours per month occurring during trading hours; Partnership established to purchase a multi-unit investment property - own real estate for long-term capital appreciation, diversification and tax-advantaged income.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Kevin Kready'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®
NoneExperience
Current
June 25, 2024 - Present
STEWARDSHIP ADVISORS, LLC
Office #1: 321 W. Main Street, Mount Joy, PA 17552RIA
CRD#: 277099
Mount Joy, PA
Past
February 13, 2013 - September 30, 2019
EVERENCE TRUST COMPANY
RIA
CRD#: 113179
MOUNT JOY, PA
Past
January 31, 2006 - June 27, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Manheim, PA
Past
May 29, 2002 - June 27, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Manheim, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
CRD#: 277099 / SEC#: 801-108174
RIA
Registered Investment Advisory firm - (7/29/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2016 Terminated)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
Pennsylvania(6/25/2024)
IAR
Texas(6/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
CRD#: 277099 / SEC#: 801-108174
RIA
Registered Investment Advisory firm - (7/29/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
321 W. Main Street, Mount Joy, PA 17552
Mailing Address
Phone number
(717) 492-4787
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,014 |
| AUM (Assets Under Management) | $ 461,547,165 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
