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Jai Singh

ARROIT SERVICES
BROOMFIELD, CO
·CRD# 7445936·5 years experience

Professional Summary

Jai Singh is a registered financial advisor currently at ARROIT SERVICES INC located in Broomfield, Colorado. Jai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jai has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

Current

ARROIT SERVICES INCCurrent·CRD# 316634
RIA
Broomfield, CO
December 17, 2021 - Present

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Current Firm

AS
ARROIT SERVICES INC

ARROIT SERVICES INC | SINGH JAI

CRD#: 316634
Colorado
Registered Investment Advisory firm - Colorado (12/17/2021 Approved)

Contact Information

Main Address

Broomfield, CO

Phone Number

(720) 589-6439

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

3

AUM (Assets Under Management)

$84,307

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I am a real estate agent in Colorado. Presently Working with : HomeSmart Realty License Received on : 07/15/2014 License #: FA100051530 License level : Associate Level Real Estate Broker Address : 8300 E. Maplewood Ave. Ste 100Greenwood VillageCO80111 Phone #: (303) 858-8100 This is Part time Job

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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.
IAR
Colorado
(12/17/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jai Singh's CRS (Customer Relationship Summary).

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