Jay Milind Gokhale
Investment adviser representative at Maslow Wealth Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.8BFirm assets
Are you Jay Milind Gokhale? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Maslow Wealth AdvisorsApr 2024 to now
- Durbin Bennett Private Wealth Management, LLC dba Maslow WealthApr 2024 to now
- Bbr Partners, LLCAug 2022 to Jan 2024
- Durbin Bennett Private Wealth Management, LLCMar 2020 to Aug 2022
- Redbud Advisors LLC dba Redbud AdvisorsApr 2019 to Feb 2020
- Adviceperiod, LLCJan 2018 to Apr 2019
- Capital Group CosAug 2017 to Dec 2017
- Durbin Bennett Private WealthAug 2016 to Jul 2017
- The University of Texas At AustinAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Maslow Wealth Advisors
Legal name: Durbin Bennett Private Wealth Management, LLC
$2.8BAssets managed
395Clients
19Advisers
25 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
- 6659586
- Firm CRD
- 107722