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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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JS

Jitesh A. Shah

AVAARI FINANCIAL
Fremont, CA
Some features on this profile are disabled
CRD#: 5789808
JS

Professional summary

Jitesh Ashokkumar Shah, who also goes by Jitesh A Shah, is a registered financial advisor currently at AVAARI FINANCIAL located in Fremont, California.

Jitesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jitesh has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jitesh A Shah

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 Jitesh Ashokkumar Shah'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

January 29, 2020 - Present

AVAARI FINANCIAL

RIA
CRD#: 153855
Fremont, CA
Past

November 30, 2010 - December 31, 2019

AVAARI FINANCIAL

RIA
CRD#: 153855
FREMONT, 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
California
(1/29/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/15/2010
Uniform Investment Adviser Law Examination

Current Firm

AF
AVAARI FINANCIAL
AVAARI FINANCIAL | SHAH, JITESH ASHOKKUMAR

CRD#: 153855 / SEC#:

California
Registered Investment Advisory firm - (1/29/2020 Approved)
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Contact information

Main Address
Fremont, CA
Mailing Address
Phone number
(510) 366-0306
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts47
AUM (Assets Under Management)$ 35,911,780

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

AVAARI FINANCIAL

CRD#: 153855Fremont, CA

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