Jayson Jay
Jayson Jay is a registered investment advisor at 5 Talents Advisors, INC, based in Cameron Park, CA, with 27 years of industry experience. Jayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 219 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.85% |
Management fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee.
Fee Estimator
Location
2531 Merrychase Dr., Suite 200, Cameron Park, CA, 95682
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Jayson conducts insurance business as a sole proprietor, selling fixed and variable annuities and term insurance since 2011, dedicating about 10-20% of his time. He also owns Harvest Wealth Advisors, Inc., formed for personal income and tax purposes, spending minimal time on it.
Employment History
Current Registrations
5 Talents Advisors, INC
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Harvest Wealth Advisors INC
Resource Investment Architects, INC.
Investment Architects, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.