JI
CFA
JI
CFA

Jayesh Intwala

17 Years of Experience
Atlanta, GA
Broker

Jayesh Intwala is a CFA-designated registered investment advisor at Goldman Sachs & CO. LLC, based in Atlanta, GA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 41,781 clients with $110B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1073 advisors
Number of Clients
41,781 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$114.9B

Fee Structure

Minimum Investment:$1.1M

Clients generally compensate Goldman Sachs for its advisory services through a fee calculated as a percentage of the assets in the advisory account. The advisory fee varies depending on factors such as the pricing model, the size of the relationship, client customization of investment guidelines, required service levels, and the asset class. Clients may pay more or less than other clients invested in similar strategies. For certain fixed income strategies, clients may receive a fee reduction during low interest rate environments. Clients also pay commissions, commission equivalents, mark-ups, mark-downs and spreads in addition to advisory fees.

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Location

3550 Peachtree Road NE, Suite 1000, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - Present · 5 yrs 4 mos
Goldman Sachs Wealth Services, L.P.
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
August 2019 - January 2021 · 1 yr 5 mos
Goldman Sachs & CO. LLCBroker
April 2017 - August 2019 · 2 yrs 4 mos
The Ayco Company,l.p.
August 2010 - April 2017 · 6 yrs 8 mos
Mercer Allied Company, L.P.Broker
June 2008 - April 2017 · 8 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.