Jay Everett Kadlec
Investment Adviser Representative at Forefront
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jay Everett Kadlec is an investment adviser representative with Forefront in Knoxville, TN, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Brogan Financial and USA Financial Securities Corporation. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Keller FordSep 2016 – Nov 2018Grand Rapids, MI
- USA FinancialNov 2018 – Nov 2021Ada, MI
- New York Life Ins CoDec 2021 – Mar 2022Grand Rapids, MI
- NYLIFE Securities LLCDec 2021 – Mar 2022Grand Rapids, MI
- Brogan Financial, Inc.Sep 2023 – Jun 2025Knoxville, TN
- Brogan Financial Insurance PlanningSep 2023 – Jun 2025Knoxville, TN
- Rocket MortgageMar 2022 – Jul 2023Rockford, MI
- ForefrontJun 2025 – no end date reportedAustin, TX
- Chalk MoneyJun 2025 – no end date reportedGrand Rapids, MI
- Grayson SubaruJan 2025 – Aug 2025Knoxville, TN
- First Capital Mortgage, Inc.Jul 2025 – no end date reportedKnoxville, TN
- American Heritage LendingJun 2025 – Apr 2026Irvine, CA
- ECA Marketing IncApr 2025 – no end date reportedEden Prairie, MN
- Simplicity MinneapolisJan 2024 – no end date reportedMinneapolis, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Forefront
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Austin, TX
- SEC file number:
- 801-130608
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Forefront
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jay Everett Kadlec has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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