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Broker Check

Team

 

Jay Kabad, CFP®

President and Founder

(713) 780-4575

(713) 780-2509

jay@advisorusa.com

Jay Kabad, CFP®, is President of Jaykay Wealth Advisors, Inc., in Houston, Texas. In business since 1982, Jay provides financial guidance to affluent individuals and families, business owners and executives, professionals and...
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Anasuya Kabad, CFP®

Financial Advisor

(713) 780-4575

(713) 780-2509

anasuya@advisorusa.com

As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, Anasuya Kabad is passionate about helping young families, business owners and professionals build a strong financial foundation. In addition, she actively...
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Kanchan Kabad

Vice President of Operations

(713) 780-4575

(713) 780-2509

As Vice President of Operations, Kanchan has a very challenging job of running the business smoothly, providing seamless service to clients, doing the accounting, payroll as well as the filing of tax reports. Her main duty is to...
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Lydia A. Jagger

Client Service Manager

(713) 780-4575

(713) 780-2509

Lydia’s role as a Client Services Manager is extremely important. As Lydia puts it, her approach to service is “to do what the client needs as soon as possible.” It involves client service and database management, client correspondence...
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James Richards

Client Relations Manager

(713) 780-4575

(713) 780-2509

james@advisorusa.com

James Richards is the Client Relations Manager for Jaykay Wealth Advisor Inc. and currently assists Jay with coordinating client meetings, preparing financial reports, and arranging informational seminars and client appreciation events...
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