JAY KUBO LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
318098

Firm profile

FINTRX

Overview

Jay Kubo LLC operates as a limited liability company focused on providing investment advisory services. While specific details about the firm's investment preferences and areas of manager allocation are not disclosed, it is evident that the firm is structured to cater to a select clientele. The firm does not engage in capital allocation or have a multi-state advisory presence, indicating a more localized focus in its operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jay Kubo

    PresidentCRD 7478141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

WILLIAMSON

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
WILLIAMSON
Address
2001 Ava Marie Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth