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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Jeremy Paul Kovacevich

Jeremy P. Kovacevich

KAIYO WEALTH LLC
SAN DIEGO, CA 92108
Some features on this profile are disabled
CRD#: 5860889
Jeremy Paul Kovacevich

Professional summary

Jeremy Paul Kovacevich, CFP®, who also goes by Jeremy Kovacevich, is a registered financial advisor currently at KAIYO WEALTH LLC located in San Diego, California.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeremy has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy Kovacevich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Paul Kovacevich's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

July 22, 2024 - Present

KAIYO WEALTH LLC

Office #1: 3511 Camino Del Rio S Suite 200, San Diego, CA 92108
RIA
CRD#: 316431
SAN DIEGO, CA
Past

May 11, 2015 - November 21, 2024

HOYLECOHEN, LLC

RIA
CRD#: 141125
SAN DIEGO, CA
Past

February 27, 2012 - November 1, 2012

OSAIC SERVICES, INC.

BD
CRD#: 133763
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/22/2024)
IAR
Texas
(7/22/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/5/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/2012
General Securities Representative Examination

Current Firm

KW
KAIYO WEALTH LLC
KAIYO WEALTH LLC

CRD#: 316431 / SEC#:

California
Registered Investment Advisory firm - (9/30/2021 Approved)
Texas
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
3511 Camino Del Rio S Suite 200, San Diego, CA 92108
Mailing Address
Phone number
(858) 252-4403
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts164
AUM (Assets Under Management)$ 47,630,929

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KAIYO WEALTH LLC

CRD#: 316431San Diego, CA 92108

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