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Manish Jain

Zacks Investment Management, Inc.

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About Manish Jain

Manish Jain is an investment advisor representative with Zacks Investment Management, Inc. in Chicago, IL. Manish has been in the industry since 1994 and holds licenses in several states. His previous experience includes working for Raymond James Financial Services, Inc. and H&R Block Financial Advisors, Inc. Manish has a proven track record of success in providing investment advice to individuals, businesses, and investment companies.

Firm Information

Manish Jain is currently registered with Zacks Investment Management, Inc.. Zacks Investment Management, Inc. is an investment management firm based in Chicago, Illinois. They offer a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm creates and manages quantitative investment models licensed to sponsors of UITS and ETFs. They manage over $10 billion in assets for various clients, including individuals, high net worth individuals, pension and profit sharing plans, corporations, and other investment advisors. They also offer wrap fee programs.
Zacks Investment Management, Inc.

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606

$10.56B

Assets Under Management

25

Total Clients

66

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Manish Jain’s Registration & Firm History

IL

10/09/2007 - Present

Zacks Investment Management, Inc. (CHICAGO IL)

FL

02/19/2003 - 11/03/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

MI

11/29/1994 - 01/04/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 01/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/21/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/10/1995

Series 7 - General Securities Representative Examination

BC

Issued 11/28/1994

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Manish Jain.
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