Our History
Jay Kabad has dedicated his career to the field of financial services since 1982. In 1989, with the support of his wife, Kanchan Kabad, he founded Jaykay Wealth Advisors, Inc. Together, they built a firm rooted in integrity, trust, and a deep commitment to serving clients with tailored financial guidance. Over the years, they have helped affluent individuals, families, business owners, executives, professionals, and retirees navigate their financial journeys with confidence and clarity.
In 2014, their daughter, Anasuya Meyer, joined Jaykay Wealth Advisors. Beginning as the Client Relations Manager, she embraced her parents’ dedication to client service, and today, she serves as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner for the firm. Anasuya is committed to providing exceptional service to Jaykay’s long-standing clients and plays a key role in portfolio management and investment research.
With a vision for the future, Anasuya is devoted to carrying forward her father’s legacy, building lasting relationships, and empowering the next generation of business owners and high-income professionals to achieve their financial goals with confidence and clarity.
1984
Founder of Jaykay Wealth Advisors, Jay Kabad, moved to Houston after immigrating from India and receiving his MBA from the University of Pittsburgh. Assuming Houston provided plenty of opportunity, he instead came during one of the worst economic recessions of the city when Oil crashed. He jumped at an opportunity to join the financial services industry.
1989
With the support of his wife, Kanchan, Jay founded Jaykay Wealth Advisors and was on a mission to build an independent financial planning practice. Independence was key as he wanted to confidently say he was working in the best interest of the clients. He became a CERTIFIED FINANCIAL PLANNER™ practitioner, to provide a broad scope of services for clients with managing their financial affairs.
2008
In the midst of the Great Recession, Jay aligned Jaykay Wealth Advisors with LPL Financial – one of the largest* independent broker dealers. This helped him expand the tools available to his clients for investment management services and advisor technology.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
2014
Jay’s daughter, Anasuya Meyer (then Kabad) joined Jaykay Wealth Advisors, as the eventual successor of the firm. First starting as a Client Relations Manager and within 2 years becoming a CERTIFIED FINANCIAL PLANNING™ practitioner, she worked her way through the company to understand the business and earn the trust of the clients.
2018
Jaykay Wealth Advisors becomes a Registered Investment Advisor (RIA) regulated federally by the SEC. To move towards further independence, the firm is no longer tied to one custodian or broker-dealer – allowing the advisors to choose the platform that best serves the clients’ interests.