AM
Anasuya K. Meyer
JAYKAY WEALTH ADVISORS
Houston, TX 77036
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CRD#: 5958719
AM
Professional summary
Anasuya Kabad Meyer, CFP®, who also goes by Anasuya Kabad, is a registered financial advisor currently at JAYKAY WEALTH ADVISORS, INC. located in Houston, Texas and LPL FINANCIAL LLC located in Houston, Texas.
Anasuya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Anasuya has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anasuya Kabad
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. 09/26/2014: JAYKAY WEALTH ADVISORS INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 90% OF TIME SPENT.
2. 11/17/2015 - LPL Insurance Associates, Guardian Life Insurance - INV REL - 6200 Savoy Drive, Suite 300, Houston, TX 77036 - Non-Variable Insurance - INV RLE - 01/01/2015 - 5 HOURS PER MONTH - agent for both insurance agencies.
3. 8/7/2018 - Jaykay Wealth Advisors Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:10/05/2015 - 30 Hours Per Month/30 Hours During Trading - I provide investment advisory services through Jaykay Wealth Advisors Inc, an independent investment advisor firm. I started this business activity in 08/2018. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Anasuya Kabad Meyer'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®
Experience
Current
April 7, 2015 - Present
JAYKAY WEALTH ADVISORS, INC.
Office #1: 6200 Savoy Dr. #300, Houston, TX 77036RIA
CRD#: 170192
Houston, TX
Current
December 27, 2014 - Present
LPL FINANCIAL LLC
Office #1: 6200 Savoy Dr, Suite 300, Houston, TX 77036RIA
BD
CRD#: 6413
Houston, TX
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".
JW
JAYKAY WEALTH ADVISORS, INC.
JAYKAY WEALTH ADVISORS, INC | KABAD, KANCHAN | JAYKAY WEALTH ADVISORS, INC.
CRD#: 170192 / SEC#: 801-113311
RIA
Registered Investment Advisory firm - (5/31/2018 Approved)Texas
Registered Investment Advisory firm - (6/4/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/28/2020)
RR
New Mexico(7/8/2021)
RR
New York(10/7/2022)
RR
Texas(12/27/2014)
IAR
Texas(4/7/2015)
RR
Washington(9/24/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
JAYKAY WEALTH ADVISORS, INC.
JAYKAY WEALTH ADVISORS, INC | KABAD, KANCHAN | JAYKAY WEALTH ADVISORS, INC.
CRD#: 170192 / SEC#: 801-113311
RIA
Registered Investment Advisory firm - (5/31/2018 Approved)Texas
Registered Investment Advisory firm - (6/4/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6200 Savoy Dr. #300, Houston, TX 77036
Mailing Address
Phone number
(713) 780-4575
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 170,544,786 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JAYKAY WEALTH ADVISORS, INC.
CRD#: 170192Houston, TX 77036TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
