Jay Tamkoc, CRPC
FOUNDING PARTNER,
SENIOR WEALTH ADVISOR
ABOUT JAY
Jay is a Founding Partner of Auric Capital Partners, where he works closely with families, professionals, and business owners to help them pursue their financial goals, protect their wealth, and plan for the future. Before co-founding Auric Capital Partners in 2022, Jay served as Vice President and Wealth Management Advisor at Merrill Lynch for over 15 years, guiding clients through all stages of their financial lives.
Jay earned his Bachelor of Arts in Business Administration and Leadership from Concordia University Irvine. He is a Chartered Retirement Planning Counselor (CRPC®) and holds FINRA Series 7 and 66 licenses, with deep experience in retirement planning, investment management, and wealth preservation strategies.
One of the things Jay is most passionate about is the behavioral side of finance, specifically helping clients remove emotion from their investment decisions so they can stay focused on the long-term plan.
Based in Orange County, Jay lives with his wife and two daughters. On weekends, you'll find him at the softball park cheering on his girls, and dreaming of one day seeing the Northern Lights in Norway.
We approach every relationship with intention, listening carefully before offering guidance. Our role is to simplify the complex, coordinate moving pieces, and create a strategy that works seamlessly across your financial world.
Through consistent communication & thoughtful collaboration, we help you move forward with confidence no jargon, no handoffs, just steady guidance.
A PARTNERSHIP BUILT ON CLARITY
OUR TESTIMONIALS
WELCOME
LET'S HAVE A REAL CONVERSATION
No scripts. No pressure. Just thoughtful dialogue about what matters most to you and where you want to go next.
The door’s open. Why don’t you take a seat?






