Jahanguir Azodi
Jahanguir Azodi is a registered investment advisor at Virtual Investment Planning LLC, based in Sun Prairie, WI, with 27 years of industry experience. Jahanguir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 102 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VIP provides wealth management services, charging a percentage of your portfolio annually. The exact percentage is negotiable and depends on factors like the combination of investment management and financial planning services, the complexity of those services, the amount of assets managed, and the overall relationship with VIP. VIP may recommend unaffiliated investment managers, but the total blended fee will not exceed 2.00% annually. VIP does not offer standalone investment management services.
Location
Sun Prairie, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jahanguir is a Manager/Owner at America's Financial Center, LLC providing wealth management, insurance, taxes, 401K store, and estate planning, dedicating nearly full-time hours. He is also a CPA at Azodi CPA & Investment P, providing accounting and tax services and receiving compensation from book sales, dedicating minimal time.
Employment History
Current Registrations
Virtual Investment Planning LLC
Previous Registrations
Aspire Wealth Management
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
Brokers International Financial Services, LLC
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations5 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.