Jeffrey Todd Katz
Investment adviser representative at Tcw Investment Management Company LLC
11 yearsExperience
1 stateRegistered in
$38.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Tcw Investment Management Company LLCMar 2023 to now
- Tcw LLCJan 2016 to now
- Tcw Funds DistributorsMay 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tcw Investment Management Company LLC
$38.8BAssets managed
4,945Clients
39Advisers
39 yearsIn 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
- 6495740
- Firm CRD
- 106546