Jahanguir Azodi

VIRTUAL INVESTMENT PLANNING

SUN PRAIRIE, WI

CRD#: 3061934

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Professional summary

Jahanguir Azodi, who also goes by John Azodi, is a registered financial advisor currently at VIRTUAL INVESTMENT PLANNING LLC located in Sun Prairie, Wisconsin.

Jahanguir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jahanguir has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Azodi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jahanguir Azodi's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2023 - Present

VIRTUAL INVESTMENT PLANNING LLC

RIA

CRD#: 327136

SUN PRAIRIE, WI

Past

June 23, 2021 - January 24, 2023

ASPIRE WEALTH MANAGEMENT

RIA

CRD#: 311368

OVERLAND PARK, KS

Past

October 22, 2014 - July 18, 2023

BFC PLANNING, INC.

RIA

CRD#: 119682

Kansas City, MO

Past

September 25, 2014 - July 18, 2023

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Kansas City, MO

Past

October 5, 2010 - September 26, 2014

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

GLADSTONE, MO

Past

September 9, 2010 - September 23, 2010

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

GLADSTONE, MO

Past

September 9, 2010 - September 26, 2014

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

GLADSTONE, MO

Past

October 10, 2005 - September 10, 2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

GLADSTONE, MO

Past

October 10, 2005 - September 10, 2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

GLADSTONE, MO

Past

January 1, 2004 - November 4, 2005

CETERA ADVISORS LLC

RIA

CRD#: 10299

KANSAS CITY, MO

Past

January 1, 2004 - November 4, 2005

CETERA ADVISORS LLC

CRD#: 10299

KANSAS CITY, MO

Past

June 26, 2001 - January 1, 2004

VESTAX SECURITIES CORPORATION

RIA

CRD#: 10332

GLADSTONE, MS

Past

March 3, 1999 - January 1, 2004

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

June 12, 1998 - March 3, 1999

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(12/11/2023)

IAR

Missouri
(11/9/2023)

IAR

Nebraska
(12/15/2023)

IAR

Texas
(10/31/2023)

IAR

Wisconsin
(7/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/20/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/1/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/1998

General Securities Representative Examination

Current Firm

VIRTUAL INVESTMENT PLANNING LLC

CRD#: 327136 / SEC#:

Kansas

Registered Investment Advisory firm - (12/11/2023 Approved)

Missouri

Registered Investment Advisory firm - (11/9/2023 Approved)

Nebraska

Registered Investment Advisory firm - (12/15/2023 Approved)

Texas

Registered Investment Advisory firm - (10/31/2023 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (7/24/2025 Approved)

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Contact information

Main Address

Gladstone, MO

Mailing Address

Phone number

(816) 490-0048

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 23,676,325

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jahanguir Azodi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jahanguir Azodi's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPIRE WEALTH MANAGEMENT

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

VESTAX SECURITIES CORPORATION

VESTAX SECURITIES CORPORATION

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2001

Series 66

Date: 7/1/1998

SIE

Date: 10/1/2018

Series 7

Date: 6/10/1998

Current Firm

VIRTUAL INVESTMENT PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIRTUAL INVESTMENT PLANNING LLC

TRUST BUT VERIFY

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