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Jeremy Paul Kovacevich

Hoylecohen, LLC

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About Jeremy Paul Kovacevich

Jeremy Paul Kovacevich is an Investment Advisor Representative with Hoylecohen, LLC and Kaiyo Wealth LLC. Jeremy is registered with the state of California and Texas. Jeremy has been in the industry since 2012 and has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Jeremy also holds the Series 7 and Series 66 licenses. Jeremy has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Jeremy Kovacevich is currently registered with Hoylecohen, LLC. Hoylecohen, LLC is a registered investment advisor with approximately $3.43 billion in regulatory assets under management. The firm provides a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Hoylecohen, LLC serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and individuals other than high-net-worth.
Hoylecohen, LLC

350 CAMINO DE LA REINA

SAN DIEGO, CA 92108

$3.43B

Assets Under Management

5

Total Clients

28

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

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Jeremy Kovacevich’s Registration & Firm History

CA

05/11/2015 - Present

Hoylecohen, LLC (SAN DIEGO CA)

CA

02/27/2012 - 11/01/2012

SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Paul Kovacevich.
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