Rajesh Jyotishi
Rajesh Jyotishi is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Norcross, GA, with 33 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3790 Holcomb Bridge Road, #103, Norcross, GA, 30092
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2024Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Rajesh is treasurer/bookkeeper for Northcreek Office Condo Association, a music artist/producer, and is writing a book on retirement and estate planning. He also works as an agent/broker for Georgia Health Benefits.com and Shalin Financial Services Inc., an insurance brokerage, dedicating nearly full-time hours to the latter. Rajesh also owns Insurancewala, an insurance website and brand, and Medrates, a healthcare provider directory.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Raike Financial Group INC.Broker
Washington Square Securities, INC.Broker
First Colonial Securities Group, INC.Broker
Nylife Securities INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.