Jat Investment Advisors

Jat Investment Advisors (CRD# 118022) is a financial advisory firm headquartered in , . They manage $500,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $50,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Jat Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Theodore M. Cross
CRD#: 4591517
Scottsdale, AZ
93
Wealthminder
score

Theodore Cross (CRD# 4591517) is an Investment Advisor Representative working at Jat Investment Advisors in Scottsdale, AZ and has over 7 years of experience in the finance industry.

2
Julie M. Berry
CRD#: 4591520
Scottsdale, AZ
89
Wealthminder
score

Julie Berry (CRD# 4591520) is an Investment Advisor Representative working at Jat Investment Advisors in Scottsdale, AZ and has over 3 years of experience in the finance industry.

3
Jack M. Cross
CRD#: 4485103
Scottsdale, AZ
80
Wealthminder
score

Jack Cross (CRD# 4485103) is an Investment Advisor Representative working at Jat Investment Advisors in Scottsdale, AZ and has 1 year of experience in the finance industry.

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