Jay Kevin Kready

Employer firm

Stewardship Advisors, LLC CRD 277099

$545M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → 06/2024
  Concourse Financial Group Securities, Inc
  Birmingham, AL
• 03/2013 → 06/2024
  Everence Trust Company
  Goshen, IN
• 06/2024 → Present
  Stewardship Advisors, Llc
  Mount Joy, PA
• 01/2006 → 06/2024
  Proequities
  Birmingham, AL
• 08/2002 → 06/2024
  Everence Financial Advisors
  Goshen, IN

Previous Registrations

• 2006-01-31 → 2024-06-27
  Concourse Financial Group Securities, Inc.
  Mount Joy, PA
  Mount Joy, PA
  Mechanicsburg, PA
  Manheim, PA
• 2013-02-13 → 2019-09-30
  Everence Trust Company
  Mount Joy, PA
  Goshen, IN

Other Businesses

>> BHK ENTERPRISES LLC; Non-investment Related; 1876 Breneman Road, Manheim PA 17545; Real Estate; Partner; Start Date 09/2007; 5 hours per month with no hours occurring during trading hours; Buy/bought property to seek long term benefits of real estate ownership and seek rental income through service as a landlord. Currently own and manage 6 properties with 4 commercial tenants and 16 residential tenants. >> 5K ENTERPRISES LLC; Investment Related; Manheim, PA 17545; Other; Landlord; Start Date 04/2022; 2-3 hours per month with no hours per month occurring during trading hours; Family partnership in form in an effort to grow a real estate portfolio and to provide an opportunity for family to work together as well as provide a legacy asset to our children long term. >> JAY'S JAVA; Non-Investment Related; Manheim, PA 17545; Other; Owner; 04/1999; No hours per month; Coffee sales and distribution; Inactive business. >> POA; Non-Investment Related; Manheim, PA 17545; Other; Power of Attorney; Start Date 10/2013; No hours per month; Serve, as needed, as Power of Attorney for my mother. >> QUINVEST LLC; Investment Related; Manheim, PA 17545; Real Estate; Partner; Start Date 05/2022; 1 to 2 hours per month with no hours per month occurring during trading hours; Partnership established to purchase a multi-unit investment property - own real estate for long-term capital appreciation, diversification and tax-advantaged income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-27
• S63 Uniform Securities Agent State Law Examination
  2002-07-31