Jay GokhaleCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|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|
Total Assets Under Management1,286MILLIONS
Total Number of Accounts1,188ACCOUNTS
Average Account Value$1,082,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
LA, NY, TX
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