Jai Huynh is a registered investment advisor at East West Wealth Advisors LLC, based in Santa Clara, CA, with 23 years of industry experience. Jai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts over $50,000,000 are subject to a $250,000 minimum annual fee.
Fee Estimator
Location
2350 Mission College Blvd, Ste 988, Santa Clara, CA, 95054
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jai works for BMO Investment Services and BMO Bank NA, dedicating nearly full-time hours to the latter. Jai also owns JLP Traffic Solutions and Jujubeez Design, spending about 10-20% of his time and a few hours per week on them, respectively; he also works as a notary.
Employment History
Current Registrations
East West Wealth Advisors LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Investments, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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