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JV

Jusmeet Virmani

SYMPHONY RETIREMENT PARTNERS LLC
Plano, TX
Some features on this profile are disabled
CRD#: 7012027
JV

Professional summary

Jusmeet Virmani, who also goes by Jusmeet Singh VIrmani, Sunny Virmani, is a registered financial advisor currently at SYMPHONY RETIREMENT PARTNERS LLC located in Plano, Texas.

Jusmeet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jusmeet has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jusmeet Singh Virmani | Sunny Virmani

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.
Sole proprietor; Consultant, Actor, Writer, Director, Filmmaker, non investment related, on and off employment, 0 hours during trading Mr. Virmani is an independently licensed general lines insurance agent and may offer life, accident and health insurance products solely based on client needs and circumstances. Mr. Virmani spends approximately 10% of his time providing insurance advice. Stonehaven Place South Homeowners Association; Board Member; since 3/2025; Plano, TX; non-investment related; 2 hours per quarter; board member duties to be determined

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jusmeet Virmani'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

December 4, 2024 - Present

SYMPHONY RETIREMENT PARTNERS LLC

RIA
CRD#: 300990
Plano, TX
Past

January 31, 2020 - December 20, 2024

COPIAM WEALTH MANAGEMENT, LLC

RIA
CRD#: 173290
THE COLONY, TX
Past

December 17, 2018 - January 10, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PLANO, TX
Past

November 7, 2018 - January 10, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PLANO, TX

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
Texas
(12/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/7/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/5/2018
Securities Industry Essentials Examination

Current Firm

SR
SYMPHONY RETIREMENT PARTNERS LLC
SYMPHONY RETIREMENT PARTNERS LLC

CRD#: 300990 / SEC#:

New York
Registered Investment Advisory firm - (4/18/2019 Approved)
Oregon
Registered Investment Advisory firm - (5/2/2025 Approved)
Texas
Registered Investment Advisory firm - (4/4/2019 Approved)
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Contact information

Main Address
1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681
Mailing Address
Phone number
(512) 337-8060
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts60
AUM (Assets Under Management)$ 23,157,373

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

SYMPHONY RETIREMENT PARTNERS LLC

CRD#: 300990Plano, TX

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