Jay Everett Kadlec

Financial advisor at Forefront Wealth Partners, LLC

Last updated 2026-10-10

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Jay Everett Kadlec is a financial advisor at Forefront Wealth Partners, LLC, CRD 7047900. Licenses and exams on the registration: Series 66. IAPD registration began 2019-12-11.

Registration

CRD number
7047900
Registration status
Active
IAPD registration
2019-12-11
Industry Experience
6 years
Work Experience
10 years
States registered
MI, TN

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2016-09 to 2018-11 · Keller Ford · Grand Rapids, MI
  • 2018-11 to 2021-11 · USA Financial · Ada, MI
  • 2021-12 to 2022-03 · New York Life Ins Co · Grand Rapids, MI
  • 2021-12 to 2022-03 · Nylife Securities LLC · Grand Rapids, MI
  • 2023-09 to 2025-06 · Brogan Financial, Inc. · Knoxville, TN
  • 2023-09 to 2025-06 · Brogan Financial Insurance Planning · Knoxville, TN
  • 2022-03 to 2023-07 · Rocket Mortgage · Rockford, MI
  • 2025-06 to Present · Forefront · Austin, TX
  • 2025-06 to Present · Chalk Money · Grand Rapids, MI
  • 2025-01 to 2025-08 · Grayson Subaru · Knoxville, TN
  • 2025-07 to Present · First Capital Mortgage, Inc. · Knoxville, TN
  • 2025-06 to 2026-04 · American Heritage Lending · Irvine, CA
  • 2025-04 to Present · Eca Marketing Inc · Eden Prairie, MN
  • 2024-01 to Present · Simplicity Minneapolis · Minneapolis, MN

Current employment

SEC IAPD record for Jay Everett Kadlec

Forefront Wealth Partners, LLC

Regulatory AUM
$239,835,320
Registered advisors
30
Offices
24
Clients per advisor
19.1 (Low)
Average AUM per client
$419.3K (Low)
High-net-worth client ratio
18.2% (Moderate)

Forefront Wealth Partners, LLC: advisors, services and reported ETF investments

About

Jay Everett Kadlec is a CFP® financial advisor at Forefront, operating as Forefront Wealth Partners, LLC. Reported securities licenses include Series 66. The latest record indicates 6 years of industry experience and 10 years of reported work history.

Forefront Wealth Partners, LLC's firm-level Form ADV reports 30 advisors across 24 offices; approximately 19.1 clients per advisor, average assets per client of $419,293, and regulatory AUM of $239.8M; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $244.7M across 101 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jay Everett Kadlec personally.

Reported ETF positions

Forefront Wealth Partners reports 101 ETF positions worth $244.7M on Form 13F; the largest are listed.

Largest ETF positions reported by Forefront Wealth Partners
FundReported value
SPYM — State Street SPDR Portfolio S&P 500 ETF$36M
AGG — iShares Core U.S. Aggregate Bond ETF$28.7M
FNDF — Schwab Fundamental International Equity ETF$11.1M
IVV — iShares Core S&P 500 ETF$9.7M
LVHI — Franklin International Low Volatility High Dividend Index ETF$8.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Forefront Wealth Partners, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Accountant or Accounting Firm
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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