Adivaraha Jayasankar

BELLWETHER INVESTMENT GROUP

NAPERVILLE, IL

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CRD#: 7733773

Professional summary

Adivaraha Jayasankar, who also goes by Jay Adivaraha, is a registered financial advisor currently at BELLWETHER INVESTMENT GROUP, LLC located in Naperville, Illinois.

Adivaraha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Adivaraha has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Adivaraha

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.

1) Wealth Foundation Solutions, LLC; not investment-related; 4475 Sassafras Lane, Naperville, IL 60564; insurance; Owner; Started 02/2020; approximately 20 hours per month, 0 during securities trading hours; insurance sales. 2) Zoller, Swanson and Companynot investment-related; 137 N Oak Park Ave, #320, Oak Park, IL 60301; tax services; Tax Preparer & Reviewer; Started 01/2024; approximately 60 hours per month, all during securities trading hours, tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adivaraha Jayasankar's CRS (Customer Relationship Summary).

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

July 27, 2023 - Present

BELLWETHER INVESTMENT GROUP, LLC

RIA

CRD#: 148114

NAPERVILLE, IL

Past

May 15, 2023 - May 27, 2023

NOMADIC WEALTH

RIA

CRD#: 324614

Naperville, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BELLWETHER INVESTMENT GROUP, LLC

BELLWETHER INVESTMENT GROUP, LLC | WELLSPRING ADVISORS, LLC | WEALTH FOUNDATION SOLUTIONS, LLC | FOCUS POINTE FINANCIAL

CRD#: 148114 / SEC#: 801-69529

RIA

Registered Investment Advisory firm - (8/21/2008 Approved)

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

Illinois
(7/27/2023)

IAR

Texas
(8/7/2025)

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: 3/3/2023

Uniform Investment Adviser Law Examination

Current Firm

BELLWETHER INVESTMENT GROUP, LLC

BELLWETHER INVESTMENT GROUP, LLC | WELLSPRING ADVISORS, LLC | WEALTH FOUNDATION SOLUTIONS, LLC | FOCUS POINTE FINANCIAL

CRD#: 148114 / SEC#: 801-69529

RIA

Registered Investment Advisory firm - (8/21/2008 Approved)

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Contact information

Main Address

5502 Hixson Pike Suite G, Hixson, TN 37343

Mailing Address

Phone number

(423) 698-6256

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 27 2019 ADV (2/12/2025)

Regulatory assets under management

Total Number of Accounts	304
AUM (Assets Under Management)	$ 137,134,578

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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Adivaraha Jayasankar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adivaraha Jayasankar's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELLWETHER INVESTMENT GROUP, LLC

NOMADIC WEALTH

Primary Firm SEC Registration

BELLWETHER INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2023

Current Firm

BELLWETHER INVESTMENT GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELLWETHER INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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