Ajay J. Vadukul

ENDEAVOR ADVISORS LLC

Brea, CA

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CRD#: 6700617

Professional summary

Ajay Jitendra Vadukul is a registered financial advisor currently at ENDEAVOR ADVISORS LLC located in Brea, California.

Ajay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ajay has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

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.

Life and Health agent. Receive commission from selling products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ajay Jitendra Vadukul'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

August 17, 2020 - Present

ENDEAVOR ADVISORS LLC

RIA

CRD#: 309563

Brea, CA

Past

November 7, 2019 - June 19, 2020

LIFETYME FINANCIAL ADVISORS, LLC

RIA

CRD#: 159809

BREA, CA

Past

September 4, 2018 - October 8, 2019

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

SAN DIEGO, CA

Past

July 20, 2017 - October 8, 2019

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

SAN DIEGO, 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
(8/17/2020)

IAR

Texas
(3/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/20/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ENDEAVOR ADVISORS LLC

CRD#: 309563 / SEC#:

Arizona

Registered Investment Advisory firm - (7/29/2020 Approved)

California

Registered Investment Advisory firm - (7/30/2020 Approved)

Texas

Registered Investment Advisory firm - (2/10/2025 Conditional Restricted)

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Contact information

Main Address

2801 E Camelback Rd Suite 200, Phoenix, AZ 85016

Mailing Address

Phone number

(480) 550-8316

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 42,500,000

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.

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Ajay J. Vadukul

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ajay Jitendra Vadukul's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDEAVOR ADVISORS LLC

LIFETYME FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2018

Series 63

Date: 7/11/2017

SIE

Date: 10/1/2018

Series 6

Date: 7/20/2017

Current Firm

ENDEAVOR ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR ADVISORS LLC

TRUST BUT VERIFY

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