Adviser and broker representative · Sanctuary Advisors, LLC
Jay Tamkoc
CRD 5821927 · Aliso Viejo, CA
At a glance
Jay Tamkoc is an investment adviser representative with Sanctuary Advisors, LLC in Aliso Viejo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jay’s SEC record dates to 2010, about 16 years ago. Jay is also registered as a broker representative.
Current advisory firm
- Sanctuary Advisors, LLCSince September 2022Aliso Viejo, CA · $35B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jay’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Sanctuary Advisors, LLC
- Eric A. DavalosAliso Viejo
- Jeffrey A. DeweesAliso Viejo
- John KincannonAliso Viejo
- Luke R. McKelvyAliso Viejo
- William A. SchellenbergAliso Viejo
- Shweta Nand AgarwalSpringfield · Certified Financial Planner
- Robert F. AlatiMiami
- Michael W. AlexanderHouston
Every advisor at Sanctuary Advisors, LLC →Sanctuary Advisors, LLC: assets, clients and custodians →Financial advisors in Aliso Viejo, CA →Every Sanctuary Advisors, LLC advisor in Aliso Viejo →Advisor Moves: who changed firms this week →