Jay
Gokhale
Bbr Partners, LLC
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About this Advisor
Jay Gokhale is a certified financial planner working in New York, New York with a total of 1 year of industry experience. Gokhale is on the advisory team at Bbr Partners, LLC. Throughout their career, they have worked at Capital Group Cos, The University Of Texas At Austin, Douglas County High School, Adviceperiod, LLC, Redbud Advisors LLC Dba Redbud Advisors, Durbin Bennett Private Wealth, Gulf Coast Business Credit, Century Management, Durbin Bennett Private Wealth Management, LLC and Bbr Partners. Gokhale has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in New York. Bbr Partners, LLC is a business based out of New York, NY. The investment advisory business has offices in five locations and a total of 165 advisors. It oversees $24 billion in total assets across its 4,300 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 55 charities and foundations. Of its 4,300 client accounts, 88% are associated with high-net-worth individuals who have at least $1 million in assets. Bbr Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Bbr Partners, LLC can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bbr Partners, LLC Brokerage Details
$24,081,600,000
165
4,300
$5,600,372
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Jay Gokhale Work History
Jay has been registered as a financial advisor for 1 years.*
Bbr Partners
Durbin Bennett Private Wealth Management, LLC
Redbud Advisors LLC Dba Redbud Advisors
Adviceperiod, LLC
Capital Group Cos
Durbin Bennett Private Wealth
Capital Group Cos
Gulf Coast Business Credit
Century Management
The University Of Texas At Austin
Douglas County High 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 Jay Gokhale 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 Bbr Partners, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Fair Haven, NJ
New York, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
