Inactive

Jeremy Paul Kovacevich

Kaiyo Wealth LLC

CRD 5860889

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Employer firm

Kaiyo Wealth LLC CRD 316431

$240M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Kaiyo Wealth Llc

3511 Camino Del Rio S Suite 204, San Diego, CA 92108 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-07-22
TX	RA	APPROVED	2024-07-22

CA RA
APPROVED

Since 2024-07-22
TX RA
APPROVED

Since 2024-07-22

Branch Locations

3511 Camino Del Rio S Suite 204, San Diego, CA 92108 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hoylecohen, Llc	San Diego	CA	12/2012	07/2024
Kaiyo Wealth	San Diego	CA	07/2024	Present

12/2012 → 07/2024

Hoylecohen, Llc

San Diego, CA
07/2024 → Present

Kaiyo Wealth

San Diego, CA

Previous Registrations

2015-05-11 → 2024-11-21

Hoylecohen, Llc

San Diego, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-09-05

S66 Uniform Combined State Law Examination

2012-09-05

Designations

Certified Financial Planner

Other Names

Jeremy Kovacevich

View on SEC IAPD

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