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SJ

Seema Jain

AXIOM CPA
TAMPA, FL 33637
Some features on this profile are disabled
CRD#: 5811488
SJ

Professional summary

Seema Jain is a registered financial advisor currently at AXIOM CPA located in Tampa, Florida.

Seema is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Seema has worked at 3 firms and has passed the Series 65 exam.

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 Seema Jain'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

November 12, 2024 - Present

AXIOM CPA

Office #1: 13234 Telecom Dr., Tampa, FL 33637
RIA
CRD#: 332300
TAMPA, FL
Past

February 28, 2020 - August 22, 2024

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

RIA
CRD#: 143608
Tampa, FL
Past

November 9, 2015 - November 8, 2016

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
TAMPA, FL

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
Florida
(11/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2020
Uniform Investment Adviser Law Examination

Current Firm

AC
AXIOM CPA
AXIOM BUSINESS CONSULTING LLC | AXIOM CPA

CRD#: 332300 / SEC#:

Florida
Registered Investment Advisory firm - (11/12/2024 Approved)
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Contact information

Main Address
13234 Telecom Dr., Tampa, FL 33637
Mailing Address
Phone number
(813) 714-3692
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

AXIOM CPA

CRD#: 332300Tampa, FL 33637

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