Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaideep? Claim Your ProfileJaideep Chawla is a financial advisor with over 19 years of experience in the industry. Jaideep is currently registered with Independent Financial Partners. Jaideep has previously worked at LPL FINANCIAL LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Jaideep is also a registered investment advisor in California, Maryland, Texas and Virginia. Jaideep specializes in providing financial advice to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Jaideep also offers non-discretionary investment advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
MD
01/04/2022 - Present
Independent Financial Partners (SILVER SPRING MD)
MD
04/13/2012 - 05/23/2019
LPL FINANCIAL LLC (SILVER SPRING MD)
VA
09/13/2004 - 04/20/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (VIENNA VA)
IN
09/13/2004 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
08/22/2003 - 09/03/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/22/2003 - 09/03/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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