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Jarrod Benjamin Silvers

NI Advisors

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About Jarrod Benjamin Silvers

Jarrod Silvers is a Registered Representative and Investment Advisor Representative with Ni Advisors. Jarrod Silvers has been in the securities industry since December 10, 2012. Ni Advisors is an investment advisor firm based in Milpitas, California. Ni Advisors provides financial planning, portfolio management for individuals, and selection of other advisors. Jarrod Silvers holds the Series 66, Series 7, Series 6TO, and SIE licenses.

Firm Information

Jarrod Silvers is currently registered with NI Advisors. NI Advisors is a registered investment advisor headquartered in California with a focus on financial planning, portfolio management for individuals, and selection of other advisors. They have been operating since 2005 and serve high-net-worth individuals and other individuals. They manage approximately $3.6 million in assets across 7 accounts.

$3.56M

Assets Under Management

Not reported

Total Clients

32

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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other

Share fees with third party asset managers

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Jarrod Silvers’s Registration & Firm History

CA

08/17/2023 - Present

NI Advisors (MILPITAS CA)

CA

12/11/2012 - 09/07/2023

WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)

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Licenses & Designations

BOTH

Issued 12/26/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jarrod Benjamin Silvers.
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