Neha Jadhav (CRD# 3202741) is an Investment Advisor Representative working at Luminous Financial & Tax Advisors LLC in Warrenton, VA and has over 24 years of experience in the finance industry. Neha Jadhav 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.
CRD# 5969842
Reframe Wealth, LLC
CRD# 6876059
Prudential Financial Planning Services
CRD# 4680182
Preston Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Luminous Financial & Tax Advisors LLC | Chantilly, VA | Oct 2020 - Current | 3 |
| Citigroup Global Markets Inc. | Menlo Park, CA | Dec 2005 - Current | 18 |
| Nova Management, LLC | Chantilly, VA | Oct 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
VA
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