Unclaimed
Anusha Sapharu is a financial advisor at Edward Jones, a firm with over 19,000 licensed agents and over $800 billion in assets under management. Anusha has been in the industry since 2018 and is registered in several states including California, Arizona, Florida, Nevada, Oregon, Texas, and Washington. Anusha's expertise lies in providing financial planning, portfolio management, and pension consulting services to individual clients and businesses. She specializes in providing comprehensive financial advice to clients of all ages and income levels. Anusha is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
12/03/2024 - Present
Edward Jones (MORGAN HILL CA)
CA
06/21/2018 - 10/15/2022
J.P. MORGAN SECURITIES LLC (MORGAN HILL CA)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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