Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Gokhale is a financial advisor with Maslow Wealth Advisors. Jay is licensed to provide financial advice in Texas and New Jersey. Jay has a Series 65 license. Jay Gokhale is a Certified Financial Planner. Jay has experience working with corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. Maslow Wealth Advisors is a firm based in Austin, TX with assets under management of over $1.75 billion.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
% of assets under other management
1
2
TX
04/05/2024 - Present
Maslow Wealth Advisors (AUSTIN TX)
IA
Issued 03/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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