James Kruzan has been President/Chief Compliance Officer of Kaydan Wealth Management since November 1996, is a control person of the firm and directly owns 75% or more of it.
Kaydan Wealth Management, Inc. is a Fenton, MI firm with $727M under management, 1,098 clients and 8 advisers across 2 offices, as of its February 2026 filing.
Jim Kruzan is Founder of Kaydan Wealth Management and its Senior Wealth Advisor. As Founder, he is responsible for guiding the direction of the firm and ensuring the team advances its mission statement. As Senior Wealth Advisor, he manages the firm's largest and most complex client relationships and is hands-on with the development of comprehensive, process-driven wealth solutions. He is listed as a team member since 1983.
James Kruzan’s longest registration is the current one, 16 years at Kaydan Wealth Management since 2010. Before joining Kaydan Wealth Management in 2010, James Kruzan was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 16 yearsFenton, MI · Adviser representative · Firm CRD 108964
- Raymond James Financial Services Advisors, Inc– · 11 yearsFenton, MI · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 1 yearFenton, MI · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
James Kruzan is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2010; the most recent is Texas, in December 2021.
- MichiganSince 20 September 2010
- TexasResidentSince 20 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 2 December 1987 |
| Series 7 | General Securities Representative Examination | 16 November 1985 |
| Series 22 | Direct Participation Programs Representative Examination | 26 July 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 February 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Brendan Kruzan
- CRD
- 1094690
- Firm
- Kaydan Wealth Management · CRD 108964
- Role
- President/Chief Compliance Officer
- Office
- 329 W. SILVER LAKE RD., Fenton, MI 48430
- Registration
- Investment adviser registration
- In the industry since
- February 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kaydanwealthmanagement.com
Where does James Kruzan work?
James Kruzan has been President/Chief Compliance Officer of Kaydan Wealth Management, Inc. since November 1996, and is a control person of the firm.
Is James Kruzan a financial advisor?
Yes. James Kruzan has a current investment-adviser registration in Michigan and Texas, through Kaydan Wealth Management since September 2010.
How many years of experience does James Kruzan have?
James Kruzan has 43 years in the financial industry, since February 1983, across 3 adviser firms.
What exams has James Kruzan passed?
James Kruzan has passed 5 licensing exams: the Series 6, Series 63, Series 22, Series 7 and Series 8. The earliest, the Series 6, was passed in February 1983. FINRA credited James Kruzan with the SIE, which began in October 2018.
Where did James Kruzan work before Kaydan Wealth Management?
Before Kaydan Wealth Management, James Kruzan was registered through Raymond James Financial Services, December 2007 to January 2009; Kaydan Group Inc., July 2002 to December 2002.
Where is James Kruzan based?
James Kruzan’s registered office is in Fenton, MI.
Is James Kruzan registered with FINRA?
No. James Kruzan has no current broker registration.
How can I verify James Kruzan’s record?
Search CRD 1094690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Kruzan’s full registration record.