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Jay Everett Kadlec

Forefront

Austin, TX

Grand Rapids, MI

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Current Employers
Forefront

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-06-17
  • TN RA
    APPROVED
    Since 2025-06-17

Branch Locations

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States

Grand Rapids, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altitude Business Group Lansing MI 07/2016 09/2016
Keller Ford Grand Rapids MI 09/2016 11/2018
Usa Financial Ada MI 11/2018 11/2021
New York Life Ins Co Grand Rapids MI 12/2021 03/2022
Nylife Securities Llc Grand Rapids MI 12/2021 03/2022
Brogan Financial, Inc. Knoxville TN 09/2023 06/2025
Brogan Financial Insurance Planning Knoxville TN 09/2023 06/2025
Rocket Mortgage Rockford MI 03/2022 07/2023
Forefront Austin TX 06/2025 Present
Chalk Money Grand Rapids MI 06/2025 Present
Grayson Subaru Knoxville TN 01/2025 08/2025
First Capital Mortgage, Inc. Knoxville TN 07/2025 Present
American Heritage Lending Irvine CA 06/2025 04/2026
Eca Marketing Inc Eden Prairie MN 04/2025 Present
Simplicity Minneapolis Minneapolis MN 01/2024 Present
  • 07/2016 → 09/2016
    Altitude Business Group
    Lansing, MI
  • 09/2016 → 11/2018
    Keller Ford
    Grand Rapids, MI
  • 11/2018 → 11/2021
    Usa Financial
    Ada, MI
  • 12/2021 → 03/2022
    New York Life Ins Co
    Grand Rapids, MI
  • 12/2021 → 03/2022
    Nylife Securities Llc
    Grand Rapids, MI
  • 09/2023 → 06/2025
    Brogan Financial, Inc.
    Knoxville, TN
  • 09/2023 → 06/2025
    Brogan Financial Insurance Planning
    Knoxville, TN
  • 03/2022 → 07/2023
    Rocket Mortgage
    Rockford, MI
  • 06/2025 → Present
    Austin, TX
  • 06/2025 → Present
    Chalk Money
    Grand Rapids, MI
  • 01/2025 → 08/2025
    Grayson Subaru
    Knoxville, TN
  • 07/2025 → Present
    First Capital Mortgage, Inc.
    Knoxville, TN
  • 06/2025 → 04/2026
    American Heritage Lending
    Irvine , CA
  • 04/2025 → Present
    Eca Marketing Inc
    Eden Prairie, MN
  • 01/2024 → Present
    Simplicity Minneapolis
    Minneapolis, MN
Previous Registrations
Other Businesses

1. ECA Marketing Inc.; not investment related; 7800 Equitable Drive, Ste. 200, Eden Prairie, MN; Insurance Agency; Insurance Planner; April 1,2025; 16 hours a month, during security hours; Selling insurance products. // 2. Simplicity Minneapolis; 3600 American Blvd W, Suite 700, Minneapolis, MN 55431; Insurance Agency; Insurance Planner; Jan 1, 2024; 16 hours a month, during security hours; Selling insurance products. // 3. First Capital Mortgage, Inc.; 200 Prosperity Drive; Knoxville, TN 37923; Mortgages; Mortgage Planner; July 7, 2025; 8 hours a month, during security hours; Providing mortgage services for purchase, refi, investment, or commercial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-03
  • S66 Uniform Combined State Law Examination
    2019-12-03
Designations

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