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Afsana Jahan

Adasina Social Capital

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About Afsana Jahan

Afsana Jahan is an investment advisor representative with Adasina Social Capital. Afsana has been active in the industry since 2019 and has a broad range of experience. Afsana provides financial planning, educational seminars, and investment management services to individuals, businesses, and investment companies. Afsana is currently registered with the state of California, Colorado, Massachusetts and Texas. Afsana Jahan also serves as a business development director for Tidal ETF Services, LLC/Toroso Investments and is a member of the Investment Committee and Advisory Board for Envest Microfinance Cooperative.

Firm Information

Afsana Jahan is currently registered with Adasina Social Capital. Adasina Social Capital is an investment advisor registered with the SEC. The firm manages approximately $232.9 million in assets for a variety of clients including individuals, corporations, investment companies, and charitable organizations. Adasina Social Capital specializes in financial planning, portfolio management, and educational seminars. The firm has 9 employees who work on investment advisory functions.

$232.90M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Afsana Jahan’s Registration & Firm History

MA

01/23/2022 - Present

Adasina Social Capital (Malden MA)

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Licenses & Designations

BC

Issued 07/10/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Afsana Jahan.
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