Jay Kadlec

About Jay Kadlec

I help people make smart decisions with their money, especially in how it can impact their retirement. I am also actively pursuing the designation of Certified Financial Planner (CFP) in addition to my current licensure and continuing education. My current licenses are SIE, Series 7, Series 66 FINRA CRD#: 70•••00, Michigan Accident, Health, Life, Long-Term Care, and Variable Life & Variable Annuities Insurance and Mortgage Loan Originator MLS#: I have experience as a proactive wealth management advisor and analyst with exceptional accomplishments in portfolio construction, financial planning, and investment management. With a solid foundation in business development, relationship management, and consulting, I excel at analyzing market and investment data and translating this into actionable strategies that promote sustainable profits. I possess a solid market understanding along with the ability to adapt to changing market conditions to advise my clients accordingly. Throughout my career, I have demonstrated a talent for conducting liability and risk analysis and evaluating both quantitative and qualitative data to advise clients on sound, profitable business decisions. Additionally, leveraging knowledge of debt management and wealth building, I align current business practices with the overall client mission.

Experience

1. Financial Advisor

   Brogan Financial, Inc.

   Sep 2023 — Present · Knoxville, TN, US

   I and the Brogan Financial Team teach people how to use their money to serve their goals in life and beyond. Working closely with Jim Brogan, President and Founder of Brogan Financial, I service his and the firm\'s clients through comprehensive financial planning, providing people with top-tier retirement and legacy planning services. In addition, I contribute to enhancing the entire operation, including back office operations and procedures of Brogan Financial- Brogan Financial is a leading retirement and legacy planning services firm in Knoxville, TN. Serving East Tennesseans since 2001, Brogan Financial is among only a handful of regional companies solely focused on serving the financial needs of those who are retired or who are nearing retirement. Brogan Financial is a federally registered investment advisor located in Knoxville, Tennessee. Brogan Financial and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which Brogan Financial maintains clients. Brogan Financial may only transact business in states where it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Founder and CEO Jim Brogan was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry\'s leading publication for advisors specializing in retirement planning services. He also hosts a weekly radio show on 98.7 FM WOKI in Knoxville. More Living with Jim Brogan can be heard at 9 a.m. every Saturday, and past shows are recorded as podcasts that can be streamed online. For more information, please visit or call us at 86••••••00. Brogan Financial Specialties: financial planning, estate planning, legacy planning, investment, retirement, social security, financial advisor, marketing, financial, finance, 401k, tax planning, income planning, and retirement planning

Education

• Cornerstone University

  Bachelor of Arts (B.A.), Communication and Media Studies

  2008 — 2012