Rajesh Jha (CRD# 4217705) is an Investment Advisor Representative working at Halo Capital Management, LLC in Vienna, VA and has over 19 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halo Capital Management, LLC | Vienna, VA | Aug 2010 - Current | 13 |
| Halo Capital Partners, LLC | Vienna, VA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- TX
- VA
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$850,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Other
MD, TX, VA
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