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Anjali Jariwala Jayakumar

FIT Advisors LLC

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About Anjali Jariwala Jayakumar

Anjali Jariwala Jayakumar is an Investment Advisor Representative at FIT Advisors LLC. Anjali has been working in the financial industry since 2013. Anjali is registered with the state of California, Illinois and Texas. Anjali holds a Series 65 license and is a Certified Financial Planner. Anjali has worked as a Tax Manager at Baker Tilly Virchow Krause, LLP before joining FIT Advisors LLC. Anjali specializes in Financial Planning, Pension Consulting and Portfolio Management for Individuals. FIT Advisors LLC provides Financial Planning and Portfolio Management for Individuals and Pension Consulting services. They primarily work with high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm's assets under management are between $50 million and $100 million.

Firm Information

Anjali Jayakumar is currently registered with FIT Advisors LLC. FIT Advisors LLC is an investment advisor registered with the SEC. They provide financial planning and portfolio management services for individuals, high net worth individuals, and pension and profit sharing plans. The firm manages approximately $67.06 million in assets for 425 clients.

$67.06M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Anjali Jayakumar’s Registration & Firm History

CA

10/13/2017 - Present

FIT Advisors LLC (REDONDO BEACH CA)

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Licenses & Designations

IA

Issued 10/14/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anjali Jariwala Jayakumar.
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