Jitesh A. Shah

AVAARI FINANCIAL

Fremont, CA

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CRD#: 5789808

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.

ENGINEER AT IDT AT 6024 SILVER CREEK VALLEY ROAD, SAN JOSE, CA. START DATE IS AUG 1999. APPROX. WEEKLY HOURS WORKED IS 40. TRADES ARE PLACED TYPICALLY AFTER MARKET CLOSE AS THERE IS VERY SELDOM A NEED TO PLACE TRADES ON THE SPUR DUE TO THE NATURE OF HOW I INVEST MY CLIENTS' ASSETS. I DON'T DAY TRADE WITH MY MONEY AND NEITHER WITH MY CLIENTS' MONEY. AND HENCE, NOT MUCH TIME IS DEVOTED TO TRADING DURING MY WORK HOURS AS AN ENGINEER. THE BUSINESS IS NOT INVESTMENT RELATED.

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)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/2010

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 35,911,780

Red Flags

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

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Jitesh A. Shah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jitesh Ashokkumar Shah's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVAARI FINANCIAL

AVAARI FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2010

Current Firm

AVAARI FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AVAARI FINANCIAL

TRUST BUT VERIFY

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