Jason
Arata
New York Life Investment Management LLC
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About this Advisor
Jason Arata is a financial advisor based in Sacramento, California, working with New York Life Investment Management LLC. Jason has previously held positions at Principal Funds Distributor, Inc and New York Life Investments. Jason has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jason is part of New York Life Investment Management LLC, which operates out of Sacramento, California. The firm has 319 employees and manages assets totaling $99.3 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at New York Life Investment Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New York Life Investment Management LLC Brokerage Details
$99,286,369,686
319
1,160
$85,591,698
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jason Arata Work History
New York Life Investments
Principal Funds Distributor, Inc
Disclosures
Please visit the SEC profile of Jason Arata 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 New York Life Investment Management LLC
New York, NY
Holmdel, NJ
Wayne, NJ
Atlanta, GA
New York, NY
Mystic, CT
New York, NY
New York, NY
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