Jay Kang
Jay Kang is a registered investment advisor at Cetera Investment Advisers LLC, based in Ambler, PA, with 26 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
809 N Bethlehem Pike, Building C Unit B, Ambler, PA, 19002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is involved in several insurance-related activities, including selling equity indexed annuities and other insurance products through Avantax Insurance Agency and U-San, LLC. He also oversees operations and advises clients on coverage as the owner of Global Insurance & Financial Services, Inc, and uses an operational/marketing name for HD Vest Services, taking nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Pruco Securities, LLC.Broker
State Registrations5 states
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