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Jahanguir Azodi

Virtual Investment Planning LLC

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About Jahanguir Azodi

Jahanguir Azodi is an Investment Advisor Representative with Virtual Investment Planning LLC based in Kansas City, MO. Jahanguir Azodi has been in the industry for over 23 years and has worked with several firms, including Berthel, Fisher & Company Financial Services, Inc., Brokers International Financial Services, LLC., and Multi-Financial Securities Corporation. Jahanguir Azodi holds Series 65, 66, 7 and SIE licenses, as well as being a Certified Public Accountant. Jahanguir Azodi specializes in providing financial planning, selection of other advisers, and portfolio management for individuals. Jahanguir Azodi provides services to clients in the states of Kansas, Missouri, Nebraska and Texas.

Firm Information

Jahanguir Azodi is currently registered with Virtual Investment Planning LLC. Virtual Investment Planning LLC is an investment advisor with 1 licensed agent and 1 investment adviser representative. They manage approximately $13,089,136 in regulatory assets under management for 140 accounts. The firm provides financial planning, selection of other advisors, and portfolio management for individuals. They primarily serve individuals other than high-net-worth clients, with 55 clients and $13,089,136 in assets under management for this client type.

$13.09M

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jahanguir Azodi’s Registration & Firm History

MO

10/31/2023 - Present

Virtual Investment Planning LLC (KANSAS CITY MO)

MO

09/25/2014 - 07/18/2023

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Kansas City MO)

MO

09/09/2010 - 09/26/2014

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (GLADSTONE MO)

MO

10/10/2005 - 09/10/2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (GLADSTONE MO)

MO

01/01/2004 - 11/04/2005

MULTI-FINANCIAL SECURITIES CORPORATION (KANSAS CITY MO)

OH

03/03/1999 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

CA

06/12/1998 - 03/03/1999

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 06/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/01/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jahanguir Azodi.
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