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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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PJ

Pradeep Jayaraman

INTELLIGENT INVESTMENTS
SIOUX FALLS, SD 57105
Some features on this profile are disabled
CRD#: 5145734
PJ

Professional summary

Pradeep Jayaraman is a registered financial advisor currently at INTELLIGENT INVESTMENTS located in Sioux Falls, South Dakota.

Pradeep is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Pradeep has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Pradeep Jayaraman'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

July 26, 2012 - Present

INTELLIGENT INVESTMENTS

Office #1: 2101 West 41st Street Suite 2000a, Sioux Falls, SD 57105
RIA
CRD#: 164513
SIOUX FALLS, SD
Past

November 14, 2011 - July 26, 2012

BROKERSXPRESS LLC

RIA
CRD#: 127081
SIOUX FALLS, SD
Past

November 14, 2011 - July 26, 2012

BROKERSXPRESS LLC

BD
CRD#: 127081
SIOUX FALLS, SD
Past

April 15, 2008 - November 16, 2011

EDWARD JONES

RIA
CRD#: 250
SIOUX FALLS, SD
Past

February 12, 2008 - November 16, 2011

EDWARD JONES

BD
CRD#: 250
SIOUX FALLS, SD
Past

November 1, 2006 - December 31, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
SIOUX FALLS, SD

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
Iowa
(7/26/2012)
IAR
Minnesota
(9/27/2017)
IAR
Oklahoma
(8/24/2022)
IAR
South Dakota
(8/1/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/11/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/7/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/29/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/31/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

II
INTELLIGENT INVESTMENTS
INTELLIGENT INVESTMENTS | INTELLIGENT INVESTMENTS LLC

CRD#: 164513 / SEC#:

Iowa
Registered Investment Advisory firm - (6/18/2012 Approved)
Minnesota
Registered Investment Advisory firm - (10/15/2012 Approved)
Oklahoma
Registered Investment Advisory firm - (2/22/2022 Approved)
South Dakota
Registered Investment Advisory firm - (7/17/2012 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2101 West 41st Street Suite 2000a, Sioux Falls, SD 57105
Mailing Address
2101 West 41st Street Suite 2000, Sioux Falls, SD 57105
Phone number
(605) 271-0271
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts112
AUM (Assets Under Management)$ 14,596,000

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.

Company Information

INTELLIGENT INVESTMENTS

CRD#: 164513Sioux Falls, SD 57105

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