Jaywant Srivatsa (CRD# 4776171) is an Investment Advisor Representative working at Future Wealth LLC in Monte Sereno, CA and has over 19 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Future Wealth LLC | Monte Sereno, CA | Apr 2016 - Current | 8 |
| On24 | San Francisco, CA | Oct 2020 - Dec 2020 | < 1 |
| Jobvite Inc. | San Mateo, CA | Jun 2018 - Sep 2020 | 2 |
| Oracle Corporation | Redwood City, CA | Nov 2016 - Jan 2018 | 1 |
| Extended Travel | Monte Sereno, CA | Nov 2015 - Apr 2016 | < 1 |
| Chardan Capital Markets LLC | New York, NY | Aug 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- CA
- FL
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$353,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, TX
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