Anant JainCRD Number: 2975188
Current Firm: Financial Management Strategies, Inc.
Anant Jain (CRD# 2975188) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Richardson, TX and has over 20 years of experience in the finance industry. Anant Jain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|United Solutions Associates, Inc.||Richardson, TX||Nov 1997 - Current||20|
|Walnut Street Securities, Inc.||Dallas, TX||Nov 1997 - Aug 2013||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management375MILLIONS
Total Number of Accounts1,070ACCOUNTS
Average Account Value$350,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, NC, NH, NV, OH, PA, TX
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