Jay Gokhale, financial advisor Austin TX

Jay Gokhale

CRD Number: 6659586
Current Firm: Durbin Bennett Private Wealth Management, LLC

Jay Gokhale (CRD# 6659586) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 3 years of experience in the finance industry. Jay Gokhale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Durbin Bennett Private Wealth Management, LLC Austin, TX Mar 2020 - Current 1
Redbud Advisors Llc Dba Redbud Advisors Austin, TX Apr 2019 - Feb 2020 < 1
Adviceperiod, LLC Los Angeles, CA Jan 2018 - Apr 2019 1
Capital Group Cos Irvine, CA Aug 2017 - Dec 2017 < 1
Durbin Bennett Private Wealth Austin, TX Aug 2016 - Jul 2017 < 1
The University Of Texas At Austin Austin, TX Aug 2013 - Jun 2017 3
Capital Group Cos Irvine, CA May 2016 - Aug 2016 < 1
Gulf Coast Business Credit Austin, TX Oct 2015 - May 2016 < 1
Century Management Austin, TX Jan 2015 - Aug 2015 < 1
Douglas County High School Castle Rock, CO Aug 2009 - May 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Jay M. Gokhale
Phone Number: 512-610-6930
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,286
    MILLIONS
  • Total Number of Accounts
    1,188
    ACCOUNTS
  • Average Account Value
    $1,082,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

LA, NY, TX

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