Jinen Viswakula (CRD# 6091153) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Falls Church, VA and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 5446267
Aegis Wealth Management LLC
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Investment Services | Atlanta, GA | Jul 2015 - Current | 2 |
| Suntrust Bank | Falls Church, VA | Jul 2015 - Current | 2 |
| Wells Fargo Bank Na | Alexandria, VA | Nov 2013 - Jul 2015 | 1 |
| Wells Fargo Advisors LLC | Alexandria, VA | Nov 2013 - Jul 2015 | 1 |
| Capitalone Bank | Mclean, VA | Apr 2013 - Nov 2013 | < 1 |
| M&t Securities | Alexandria, VA | Jul 2012 - Apr 2013 | < 1 |
| M&t Bank | Alexandria, VA | Jun 2009 - Apr 2013 | 3 |
| Provident Bank | Alexandria, VA | Aug 2006 - Sep 2009 | 3 |
| Provident Bank Of Maryland | Alexandria, VA | Sep 2008 - Aug 2009 | < 1 |
| Provident Bank | Alexandria, VA | Dec 2005 - Aug 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- VA
-
Total Assets Under Management10,443MILLIONS
-
Total Number of Accounts26,841ACCOUNTS
-
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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