JI
CFA
JI
CFA

Jayesh Intwala

18 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 18 years of industry experience. Jayesh is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 46,268 clients with $130B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1125 advisors
Number of Clients
46,268 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$133.6B

Fee Structure

Minimum Investment:$1.1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.50%
$10M+0.50%

Fees vary widely based on the chosen pricing model (comprehensive advisory services vs. strategy-based pricing), specific asset classes, and relationship size. Maximum standard fees for the first tier ($0-$10 million) are set out in Appendix A and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 9 mos
Goldman Sachs Wealth Services, L.P.
August 2019 - Present · 7 yrs 2 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

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
No exam information available for this advisor.
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