Jay Doraiswami (CRD# 6214351) is an Investment Advisor Representative working at Wealtheon Advisors LLC in San Ramon, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealtheon Advisors LLC | San Ramon, CA | Jun 2019 - Current | 4 |
| Jpmorgan Securities LLC | San Ramon, CA | Mar 2015 - Jun 2019 | 4 |
| Unemployed | Pleasanton, CA | Aug 2014 - Mar 2015 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2013 - Aug 2014 | 1 |
| Vanguard Marketing Corporation | Malvern, PA | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- CA
- TX
-
Total Assets Under Management70MILLIONS
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$519,664
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
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