Jay Kotecha
Investment adviser representative at On Investment Management Co
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
54 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- On Investment Management CoMay 2024 to now
- The O.N. Equity Sales CompanyMay 2024 to now
- Nylife Securities LLCAug 2020 to May 2024
- New York Life Insurance CoMay 2020 to May 2024
- Perfect PriceSep 2018 to Sep 2019
- Home DepotMar 2018 to Aug 2018
- Independent ConsultantApr 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 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
- 7283740
- Firm CRD
- 105662