Pradeep Jayaraman

INTELLIGENT INVESTMENTS

SIOUX FALLS, SD 57105

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CRD#: 5145734

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.

NAME OF THE OTHER BUSINESS: INSURANCE SALES THROUGH VARIOUS COMPANIES INVESTMENT RELATED: NO ADDRESS OF THE OTHER BUSINESS: 2101 WEST 41ST STREET, SUITE 2000A, SIOUX FALLS, SD 57105 NATURE OF OTHER BUSINESS: INSURANCE SALES POSITION TITLE: INSURANCE AGENT START DATE: 08/01/2012 APPROX. HOURS/MONTH: 5 APPROX. HOURS/MONTH DURING TRADING HOURS: 5 DESCRIPTION OF DUTIES: EVALUATION OF LIFE & HEALTH INSURANCES FOR CLIENTS, COMPARING VARIOUS POLICIES, MAKING SUITABLE RECOMMENDATIONS AND MAKING THE SALE. NAME OF THE OTHER BUSINESS: Glinert Jay, Attorney at Law INVESTMENT RELATED: NO ADDRESS OF THE OTHER BUSINESS: 2101 WEST 41ST STREET, SUITE 2000, SIOUX FALLS, SD 57105 NATURE OF OTHER BUSINESS: Law Office POSITION TITLE: Attorney START DATE: 11/01/2022 APPROX. HOURS/MONTH: 80 APPROX. HOURS/MONTH DURING TRADING HOURS: 40 DESCRIPTION OF DUTIES: Working with clients' legal needs

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

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

CRD#: 250

SIOUX FALLS, SD

Past

November 1, 2006 - December 31, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

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)

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 66

Date: 4/11/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/7/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/29/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/31/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
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.

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Pradeep Jayaraman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pradeep Jayaraman's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLIGENT INVESTMENTS

BROKERSXPRESS LLC

BROKERSXPRESS LLC

EDWARD JONES

EDWARD JONES

AMERICAN GENERAL SECURITIES INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2008

Series 63

Date: 11/7/2006

Series 7

Date: 3/29/2008

Series 6

Date: 10/31/2006

Current Firm

INTELLIGENT INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLIGENT INVESTMENTS

TRUST BUT VERIFY

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