Jay Milind Gokhale

Employer firm

Maslow Wealth Advisors CRD 107722

$2.84B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 12/2017
  Capital Group Cos
  Irvine, CA
• 08/2013 → 06/2017
  The University Of Texas At Austin
  Austin, TX
• 01/2018 → 04/2019
  Adviceperiod, Llc
  Los Angeles, CA
• 04/2019 → 02/2020
  Redbud Advisors Llc Dba Redbud Advisors
  Austin, TX
• 08/2016 → 07/2017
  Durbin Bennett Private Wealth
  Austin, TX
• 03/2020 → 08/2022
  Durbin Bennett Private Wealth Management, Llc
  Austin, TX
• 08/2022 → 01/2024
  Bbr Partners, Llc
  New York, NY
• 04/2024 → Present
  Durbin Bennett Private Wealth Management, Llc Dba Maslow Wealth
  Austin, TX

Previous Registrations

• 2022-08-18 → 2024-01-02
  Bbr Partners, Llc
  New York, NY
  Jersey City, NJ
• 2020-04-14 → 2022-08-23
  Maslow Wealth Advisors
  Austin, TX
• 2019-04-04 → 2020-02-07
  Redbud Advisors
  Austin, TX
• 2018-03-31 → 2019-04-03
  Adviceperiod, Llc
  Los Angeles, CA
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-31

Designations

• Certified Financial Planner

Other Names

• Jay Millind Gokhale