JT
Jigisha H. Thakor
HORNOR, TOWNSEND & KENT
EDISON, NJ 08837
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CRD#: 5657675
JT
Professional summary
Jigisha Himanshoo Thakor, who also goes by Gigi Thakor, Jigisha Thakor, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Edison, New Jersey.
Jigisha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jigisha has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gigi Thakor | Jigisha Thakor
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.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVE, 3RD FL, EDISON NJ 08818 | START DATE: 03/02/2015 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS. 2) REAL ESTATE PROPERTIES | INVESTMENT RELATED: NO | DBA NAME: 149 A PROSPECT LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 149 PROSPECT AVE, BAYONNE NJ 07002 | START DATE: 01/2014 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: OWN AND MANAGE RENTAL PROPERTIES. 3) P & C INSURANCE | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 127 GREEN PL, WESTFIELD NJ 07090 | START DATE: 09/2009 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF P&C PROTECTION FOR CLIENT ACCOUNTS. 4) TEACH YOGA | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: MERCK 90 E SCOTT AVE, RAHWAY, NJ 07065 & MERCK 90 E SCOTT AVE, RAHWAY, NJ 07065 RETRO 3775 PARK AVE EDISON, NJ 08820 | START DATE: | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: YOGA TEACHER WORKING AT MERCK GYM AND RETRO FITNESS CENTER. 5) TREASURER OF TENJ 2017 TERM | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER- | ADDRESS: VARIOUS LOCATIONS WHERE NETWORKING MEETINGS | START DATE: 2017-01-01 | NATURE OF ACTIVITY: OTHER-NETWORKING GROUP OF BUSINESS OWNERs | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: KEEP TRACK OF MEMBERSHIP DUES & EXPENSES FOR EVENTS SPONSORED BY THE NETWORKING GROUP. 6)SPEAKER FEES | POSITION: NONE | NATURE: ONE OF MY FRIEND ASKED IF I WOULD BE INTERESTED IN BECOMING A MONTHLY SPEAKER AT THE LOCAL LIBRARY. THEY WOULD LIKE TO PAY ME $85 FOR 2 HOUR FOR MY TIME, GAS & PARKING IN JERSEY CITY. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 05/18/2023 | ADDRESS: 472 JERSEY AVE,, JERSEY CITY, NJ NJ 07302, UNITED STATES | DESCRIPTION: WE WILL BE SPEAKING TO LIBRARY PATRONS TO HELP THEM WITH BUDGETING DURING THIS TIME OF HIGH INFLATION. 7)PODCAST HOST | POSITION: PARTNER | NATURE: CO-HOSING PODCAST ABOUT WORKING MOM ENTREPRENEURS AND THEIR EXPERIENCES, LESSONS LEARNED, ETC. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2025 | ADDRESS: 127 GREENE PLACE, WESTFIELD NJ 07090 | DESCRIPTION: CO-HOSING PODCAST ABOUT WORKING MOM ENTREPRENEURS AND THEIR EXPERIENCES, LESSONS LEARNED, ETC. 8)GREATER WESTFIELD CHAMBER BOARD MEMBER | POSITION: GREATER WESTFIELD CHAMBER BOARD MEMBER | NATURE: GREATER WESTFIELD CHAMBER BOARD MEMBER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/15/2025 | ADDRESS: 127 GREENE PLACE, WESTFIELD NJ 07090 | DESCRIPTION: GREATER WESTFIELD CHAMBER BOARD MEMBER HELP LOCAL BUSINESS WITH VISIBILITY. 9)INSURANCE BROKERAGE | DBA: SHANTI NOW FINANCIAL | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 50 | SECURITIES TRADING HOURS: 50 | START DATE: 03/13/2025 | ADDRESS: 110 FIELD CREST AVE, SUITE 20, SUITE 20, EDISON NJ 08837 | DESCRIPTION: ALL INSURANCE PLANNING & INVESTMENT, FINANCIAL PLANNING INCOME WILL FLOW THRU TO THIS S CORP.
CRS (Client Relationship Summary) - RIA
Click below to view Jigisha Himanshoo Thakor's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jigisha Himanshoo Thakor'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®
NoneExperience
Current
April 15, 2015 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 110 Fieldcrest Ave Suite 20, Edison, NJ 08837RIA
BD
CRD#: 4031
EDISON, NJ
Current
March 9, 2015 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 110 Fieldcrest Ave Suite 20, Edison, NJ 08837RIA
BD
CRD#: 4031
EDISON, NJ
Past
January 15, 2015 - March 10, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
CRANFORD, NJ
Past
July 13, 2009 - March 10, 2015
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
CRANFORD, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/23/2022)
RR
Florida(1/5/2021)
RR
Maryland(6/4/2025)
RR
New Jersey(3/9/2015)
IAR
New Jersey(4/15/2015)
RR
New York(3/9/2015)
RR
North Carolina(7/20/2023)
RR
Ohio(1/17/2025)
RR
Pennsylvania(5/23/2022)
RR
Texas(1/4/2023)
RR
Virginia(1/12/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
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.
