Jason
Arata

New York Life Investment Management LLC

CRD#5198446
Investment Advisor
in Sacramento, CA

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Sacramento, CA

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New York Life Investment Management LLC Brokerage Details

Total Assets Under Management

$99,286,369,686

CA Average: $7,464,549,021
Total Number of Employees

319

CA Average: 88
Total Number of Accounts

1,160

CA Average: 3,892
Average Account Size

$85,591,698

CA Average: $1,917,921

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

2024 - Present (1 year)

New York Life Investments

2013 - 2023 (10 years)

Principal Funds Distributor, Inc

Created with Highcharts 6.0.7

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

John Daniel
Atlanta, GA
Sean Youn
New York, NY
Ricot Chancy
New York, NY
Gregory Maffei
New York, NY
Aisha Elezi
New York, NY
Frank Lopresti
New York, NY
Johnson Asase Jr
New York, NY
Matthew Simons
Wayne, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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