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Jayson Hans Jay

Advisor at 5 Talents Advisors, Inc — Cameron Park, CA

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Cameron Park, CA 95682

5 Talents Advisors, Inc logo

5 Talents Advisors, Inc

Supported

Total advisors

2

Clients per advisor

132 Very High

Avg AUM per client

$204,663 Very Low

HNW client ratio

9% Low

About

Jayson Jay is a financial advisor at 5 Talents Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harvest Wealth Advisors, Inc. and Resource Investment Architects, Inc. Additionally, he conducts an insurance business as a sole proprietor focused on fixed and variable annuities and term insurance. 5 Talents Advisors provides comprehensive financial planning, consulting, and discretionary portfolio management to individuals, corporations, charities, and qualified retirement plans. The firm uses customized model portfolios combining fundamental and technical analysis and offers ongoing account reviews and quarterly performance reporting.

Client services

Based on 5 Talents Advisors, Inc

Financial planning Portfolio management Retirement plan consulting services

Expertise

Based on 5 Talents Advisors, Inc

Wealth management General tax planning Cash flow / budgeting

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Fee options

Fixed

Up to $5,000 for comprehensive financial planning services

Percentage

$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.85%

Project-based

Up to $250 per hour

Location

Cameron Park, CA

2531 Merrychase Dr., Suite 200

Cameron Park CA 95682

Advisors at this office

2

Most active in

California · Texas

Work history

27 years of industry experience

5 Talents Advisors, Inc.

2024 - Present • 2 years

Cameron Park, CA

Harvest Wealth Advisors, Inc.

2021 - Present • 5 years

Cameron Park, CA

Arkadios Capital

2021 - 2024 • 3 years

Atlanta, GA

Arkadios Wealth Advisors

2021 - 2024 • 3 years

Atlanta, GA

Resource Investment Architects, Inc.

2011 - 2021 • 10 years

San Ramon, CA

Investment Architects, Inc.

2011 - 2022 • 11 years

Roseville, CA

Harvest Wealth Advisors

2011 - 2016 • 5 years

Roseville, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greg B

Series 65

Rescue, CA

Hill Country Kingdom Advisors

Gregory Bronson is a financial advisor at Hill Country Kingdom Advisors with four years of industry experience. He holds a Series 65 designation and has held roles at Tek-Wise Financial, Hill Country Financial Services LLC, and several insurance and advisory firms. Bronson is also involved with the Catholic Order of Foresters and owns Hill Country Financial Services, an insurance agency offering health and property/casualty lines. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC and provides discretionary portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and selection, manages accounts on a discretionary basis, and incorporates active trading strategies including margin and options.

Cash flow / budgeting Divorce financial planning General retirement planning Retirement withdrawal strategies Self-Employed Founder/Business Owner

Eli Y

CFP®

Rocklin, CA

Fiduciary Financial Advisors

I am an independent 'Fee-Only' financial planner and advisor. I am a fiduciary focused on giving objective, holistic, and comprehensive financial advice. I also work with individuals helping to navigate whatever stage of life you are in, from building wealth all the way to preserving what you’ve already worked hard to build. My background is in finance and financial planning. After receiving my Bachelor of Science degree from Sacramento State's Financial Planning program, I continued to advance my financial planning and advisory experience and knowledge by obtaining various credentials, including the CERTIFIED FINANCIAL PLANNER® marks, also known as the CFP® marks. This noteworthy designation is generally considered to be the 'Gold Standard' in financial planning. With my prior firm, I was responsible for creating many of the most complex financial plans. Additionally, I was on the firm's Investment Committee, playing a role in the direction of the various portfolio allocations and recommendations that were used for clients. I also provide outsourced financial planning services for other advisors through Foundation Financial Planning. In doing this work, I continue to improve and hone my planning skills by gaining valuable insight into how financial plans are done with a firm that specializes in doing plans for all sorts of advisors. I currently reside in Rocklin CA, with my wife and young growing family. In my free time, I enjoy spending time with my family, exploring the outdoors, BBQing, and tinkering with things around the house.

Roth conversion strategy General retirement planning Social Security optimization Factor investing / smart beta General tax planning Government Employee Sales Professional Self-Employed Retired Approaching retirement Mid-Career Professionals Christian Faith Based
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Ryan D

Series 63, Series 65

Loomis, CA

JC Financial Services

Ryan Demartini is the sole advisor at JC Financial Services, an independent firm based in Loomis, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. In addition to his advisory role, Demartini provides bookkeeping and tax preparation services through his separate business, JC Bookkeeping. JC Financial Services serves individual investors and small businesses with financial planning, investment management, and retirement plan services. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporates third-party managers when appropriate, and offers ongoing planning with periodic reviews. Its affiliation with an in-house bookkeeping and tax practice supports integrated client services and employer retirement plan education.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Matthew P

Series 63, Series 65

Cameron Park, CA

MP3 Finance LLC

Matthew Pederson is the sole advisor at MP3 Finance LLC, an independent firm based in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to founding MP3 Finance LLC, he worked at Life Time Fitness and Sutter Health. Outside of financial advising, Pederson operates a personal training business and runs an educational YouTube channel. MP3 Finance LLC offers discretionary and non-discretionary portfolio management, financial planning, coaching, and SEP IRA services for individuals across various life stages. The firm employs a combination of fundamental and technical analysis with a focus on long-term holdings in stocks, bonds, and ETFs, incorporating options strategies and limited use of digital asset ETFs and margin for suitable clients.

Options & derivatives strategies Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010) Approaching retirement
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Kathleen F

Series 63, Series 65

Cameron Park, CA

Faulkner Financial Planning, LLC

Kathleen Faulkner is the principal of Faulkner Financial Planning, LLC, an independent advisory firm, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her firm since 2012. In addition to her advisory work, she owns Divorce Advisory Services, LLC, which provides financial analysis and mediation related to divorce, and serves on the board of directors for Summitview Child Treatment Center. Faulkner Financial Planning primarily serves individual and household clients, as well as high-net-worth and corporate clients, offering comprehensive financial planning. The firm employs a non-discretionary approach by creating individualized plans and selecting third-party asset managers to implement and adjust portfolios, while maintaining ongoing investment oversight and client reviews.

Debt management Long-term care insurance Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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Tristan P

Series 65

Rocklin, CA

Sow and Reap Financial LLC

Tristan Payne is a financial advisor at Sow and Reap Financial LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Finisar Corp for nine years. Sow and Reap Financial LLC provides advisory services to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, through discretionary investment management and project‑based financial planning. The firm emphasizes asset-allocation strategies using no‑load mutual funds and ETFs, with a focus on passive management, long-term equity holdings, and tax-aware portfolio rebalancing.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy
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