Cathryn Jane
Javier
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Cathryn Jane Javier is a financial advisor working out of Newport Beach, California with a total of 2 years of relevant experience. Javier is an advisor for Goldman Sachs Ayco Personal Financial Management. The advisor has gained experience at The Ayco Company, L.P./Mercer Allied, Lucky Brand, Chapman University, Volcom, It&E, Mount Carmel School, Extended Travel and Ayco/Goldman Sachs & Co. LLC. Javier maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Goldman Sachs Ayco Personal Financial Management is a financial advisory firm based in Cohoes, NY. The company has offices in 23 locations and a total of 1,774 employees. It oversees $29 billion in assets under management among its 68,279 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 123 charitable organizations. Of its 68,279 customer accounts, 19% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on which services the firm provides the client. Fees charged by Goldman Sachs Ayco Personal Financial Management likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Ayco Personal Financial Management Brokerage Details
$28,618,921,599
1,774
68,279
$419,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Cathryn Jane Javier Work History
Cathryn Jane has been registered as a financial advisor for 2 years.*
Ayco/Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Lucky Brand
Volcom
Chapman University
It&E
Chapman University
Extended Travel
Mount Carmel School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cathryn Jane Javier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldman Sachs Ayco Personal Financial Management
Cohoes, NY
New York, NY
Parsippany, NJ
Cohoes, NY
New York, NY
Troy, MI
Saratoga Springs, NY
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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