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Jay Gajendra Kabra

Centerview Partners LLC

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About Jay Gajendra Kabra

Jay Kabra is a registered representative at Centerview Partners LLC, a firm based in Menlo Park, California. Jay Kabra holds the Series 7TO, Series 79TO, and SIE licenses, as well as the Series 63 license. Jay Kabra joined Centerview Partners LLC on July 24, 2023.

Firm Information

Jay Kabra is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jay Kabra’s Registration & Firm History

CA

07/24/2023 - Present

Centerview Partners LLC (Menlo Park CA)

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Licenses & Designations

BC

Issued 08/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Gajendra Kabra.
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