Jay Kotecha

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

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

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

Current Employers

Employment History

• 04/2016 → 06/2020
  Independent Consultant
  Burlingame, CA
• 05/2020 → 05/2024
  New York Life Insurance Co
  San Francisco, CA
• 08/2020 → 05/2024
  Nylife Securities Llc
  San Francisco, CA
• 09/2018 → 09/2019
  Perfect Price
  Oakland, CA
• 03/2018 → 08/2018
  Home Depot
  Atlanta, GA
• 05/2024 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Other Businesses

1). Embarcadero; 101 Montgomery Street, Suite 1250, San Francisco, CA; not investment related; Sale/Service of group life insurance ; agent; 15 hours/month ( 0 during securities trading hours); sale/ service of group.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-08
• S63 Uniform Securities Agent State Law Examination
  2020-09-26

Other Names

• Jay Kotecha