Jay Cobarrubias

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-07-13
CA	RA	APPROVED	2023-06-26

Branch Locations

520 Newport Center Dr, Newport Beach, CA 92660 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	09/2021	Present
Banc Of California	Irvine	CA	08/2021	09/2021
Anchor And Control Trading	Las Vegas	NV	03/2020	08/2021
Online Trading Academy	Irvine	CA	03/2017	03/2020
Unemployed/Student	Chico	CA	08/2012	12/2016
Kcsc Radio	Chico	CA	08/2016	12/2016

09/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
08/2021 → 09/2021

Banc Of California

Irvine, CA
03/2020 → 08/2021

Anchor And Control Trading

Las Vegas, NV
03/2017 → 03/2020

Online Trading Academy

Irvine, CA
08/2012 → 12/2016

Unemployed/Student

Chico, CA
08/2016 → 12/2016

Kcsc Radio

Chico, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-23