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JAYCO WEALTH MANAGEMENT

· CRD 171884 · IAPD ↗ · 404-731-7592

$107.9MRegulatory AUM
1Advisory reps
1Employees
12Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — JAYCO WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $107.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.