Jayson Hans Jay
Advisor at 5 Talents Advisors, Inc — Cameron Park, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Cameron Park, CA 95682
5 Talents Advisors, Inc
Supported
Total advisors
2Clients per advisor
132 Very HighAvg AUM per client
$204,663 Very LowHNW client ratio
9% LowJayson 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.
Based on 5 Talents Advisors, Inc
Based on 5 Talents Advisors, Inc
Up to $5,000 for comprehensive financial planning services
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.85%
Up to $250 per hour
Cameron Park, CA
2531 Merrychase Dr., Suite 200
Cameron Park CA 95682
Advisors at this office
2
California · Texas
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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