Jay Kadlec has been an investment adviser representative at Forefront Wealth Partners since June 2025, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Jay Kadlec’s longest registration was 1 year at USA Financial Securities Corporation (2019–2021). Before joining Forefront Wealth Partners in 2025, Jay Kadlec was registered through Brogan Financial and USA Financial Securities Corporation.
- Brogan Financial– · under a yearKnoxville, TN · Adviser representative · Firm CRD 133623
- USA Financial Securities Corporation– · 1 yearAda, MI · Adviser representative · Firm CRD 103857
Investment adviser representative registrations
Jay Kadlec is registered as an investment adviser representative in 2 states. The first approvals date from June 2025; the most recent is Michigan, in September 2026.
- MichiganSince 1 September 2026
- TennesseeSince 17 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 December 2019 |
| Series 7TO | General Securities Representative Examination | 24 June 2019 |
| SIE | Securities Industry Essentials Examination | 29 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jay Everett Kadlec
- CRD
- 7047900
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- Grand Rapids, MI
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Kadlec work?
Jay Kadlec is an investment adviser representative registered through Forefront Wealth Partners, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jay Kadlec a financial advisor?
Yes. Jay Kadlec has a current investment-adviser registration in Michigan and Tennessee, through Forefront Wealth Partners since June 2025.
How many years of experience does Jay Kadlec have?
Jay Kadlec has 4 years in the financial industry, since August 2022, across 3 adviser firms.
What exams has Jay Kadlec passed?
Jay Kadlec has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where did Jay Kadlec work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Jay Kadlec was registered through Brogan Financial, September 2023 to December 2023; USA Financial Securities Corporation, December 2019 to November 2021.
Where is Jay Kadlec based?
Jay Kadlec’s registered office is in Grand Rapids, MI.
Is Jay Kadlec registered with FINRA?
No. Jay Kadlec has no current broker registration.
How can I verify Jay Kadlec’s record?
Search CRD 7047900 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Kadlec’s full registration record.
