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AJ

Ariane Jariwala

JARIWALA FINANCIAL WELLNESS
Mesa, AZ
Some features on this profile are disabled
CRD#: 5893444
AJ

Professional summary

Ariane Jariwala, CFP®, who also goes by Ariane Tara Davis-marsh, Ariane Tara Jariwala, Ariane Tara Marsh, is a registered financial advisor currently at JARIWALA FINANCIAL WELLNESS, LLC located in Mesa, Arizona.

Ariane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ariane has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ariane Tara Davis-Marsh | Ariane Tara Jariwala | Ariane Tara Marsh

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 Ariane Jariwala'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®
CFP®

Certified Financial Planner

Experience

Current

February 18, 2026 - Present

JARIWALA FINANCIAL WELLNESS, LLC

RIA
CRD#: 338561
Mesa, AZ
Past

March 16, 2011 - December 12, 2013

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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
Arizona
(2/18/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/23/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/15/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

JF
JARIWALA FINANCIAL WELLNESS, LLC
JARIWALA FINANCIAL WELLNESS, LLC

CRD#: 338561 / SEC#:

Arizona
Registered Investment Advisory firm - (2/18/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7133 East Posada Avenue, Mesa, AZ 85212
Mailing Address
Phone number
(480) 262-9243
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

JARIWALA FINANCIAL WELLNESS, LLC

CRD#: 338561Mesa, AZ

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