Jeremy Paul Kovacevich
Investment adviser representative at Kaiyo Wealth LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$240.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Kaiyo Wealth LLCJul 2024 to now
- Hoylecohen, LLCDec 2012 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kaiyo Wealth LLC
$240.1MAssets managed
86Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5860889
- Firm CRD
- 316431