Oxbow Advisors
47yrs
Top advisor by experience in Austin
7yrs
Based in Austin, Texas, Jay Kadlec is a fiduciary financial advisor with 7 years of industry experience. Jay has been with Forefront since 2025; before that, Jay spent less than a year at Brogan Financial and two years at USA Financial Securities. Jay holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office7500 Rialto Blvd, Building 1 Suite 250, Austin, TX 78735
FirmForefront
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$419,021
Advisors at the firm28
States licensed ?1 state
Services through Forefront
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowForefrontCurrent firm
- Sep 2023 – Dec 2023Brogan FinancialPreviously
- Dec 2019 – Nov 2021USA Financial Securities LLCPreviously
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Forefront at (512) 617-1984 and ask for Jay Kadlec. Jay works from the Austin, TX office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Forefront reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
47yrs
Top advisor by experience at MML Investors Services
Prospera Financial Services
47yrs
Top advisor by experience at Prospera Financial Services
Stuart Investment Advisors
47yrs
Top 1% by experience in Austin
Merrill
46yrs
Top 1% by experience in Austin
J.P. Morgan Securities
46yrs
Top 1% by experience in Austin