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Jitender C. Gidwani

Arkadios Wealth Advisors

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About Jitender C. Gidwani

Jitender C. Gidwani is an investment advisor representative with Arkadios Wealth Advisors. Jitender has been in the industry since 2001 and has a wide range of experience in wealth management, insurance sales, and investment advisory services. Jitender has worked with a variety of firms throughout their career, including TRIAD ADVISORS LLC and AXA ADVISORS, LLC. Jitender holds a Series 6, Series 7, Series 63, and Series 65 license, and has been a registered investment advisor in New Jersey since 2023. Jitender specializes in working with individuals and corporations to help them achieve their financial goals.

Firm Information

Jitender Gidwani is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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Jitender Gidwani’s Registration & Firm History

NJ

12/15/2023 - Present

Arkadios Wealth Advisors (Iselin NJ)

NJ

04/29/2014 - 12/19/2023

TRIAD ADVISORS LLC (Iselin NJ)

NJ

06/01/2005 - 04/23/2014

AXA ADVISORS, LLC (WOODBRIDGE NJ)

NY

05/16/2001 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/13/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/15/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jitender C. Gidwani.
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