Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Frederick Kreske is an active financial advisor with over 30 years of experience in the industry. Jay is currently registered with Innovation Partners LLC, and is located in Charlotte, North Carolina. Jay has a diverse background with previous experience at companies such as IRC Securities LLC, Mizuho Securities USA LLC, Knight Capital Americas LLC, Macquarie Capital (USA) Inc., Deutsche Bank Securities Inc., J.P. Morgan Securities Inc., Tucker Anthony Incorporated, Cleary Gull Reiland & McDevitt Inc., Robert W. Baird & Co. Incorporated, and B. C. Ziegler and Company. Jay holds the Series 6, Series 7, Series 63, and Series 65 licenses. Jay specializes in providing consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
NC
01/08/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
04/07/2021 - 01/17/2024
IRC SECURITIES LLC (NEW YORK NY)
IL
07/22/2013 - 01/04/2019
MIZUHO SECURITIES USA LLC (CHICAGO IL)
IL
07/02/2012 - 06/12/2013
KNIGHT CAPITAL AMERICAS LLC (CHICAGO IL)
IL
05/23/2012 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (CHICAGO IL)
IL
07/28/2010 - 03/27/2012
MACQUARIE CAPITAL (USA) INC. (CHICAGO IL)
IL
03/29/2004 - 05/04/2010
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
NY
03/15/2000 - 03/24/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MA
11/01/1999 - 03/21/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
WI
11/27/1998 - 11/01/1999
TUCKER ANTHONY CLEARY GULL (MILWAUKEE WI)
WI
04/16/1998 - 11/27/1998
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
WI
03/10/1994 - 02/04/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
06/04/1993 - 03/14/1994
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
07/05/1991 - 06/07/1993
STRONG/CORNELIUSON CAPITAL MANAGEMENT,INC. (MENOMONEE FALLS WI)
WI
09/13/1989 - 10/30/1990
STRONG/CORNELIUSON CAPITAL MANAGEMENT,INC. (MENOMONEE FALLS WI)
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Kreske is the right advisor for you? Invested Better is here to help.
