AJ
AJ

Aadarsh B Jagadish

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

252 Ellsworth Circle, St. Johns, FL, 32259

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aadarsh is an agent for Piedmont Capital selling non-variable insurance products (life, accident, health) since 2017 and owns rental real estate. Aadarsh also provides investment advisory services through Independent Advisor Alliance and Blackbridge Financial, spending about a quarter of his time on these activities.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
March 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Independent Financial Partners
December 2017 - February 2019 · 1 yr 2 mos
MML Investors Services, LLCBroker
March 2017 - December 2017 · 9 mos
MML Investors Services, LLC
March 2017 - December 2017 · 9 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
November 2000 - January 2015 · 14 yrs 2 mos
New England SecuritiesBroker
November 2000 - January 2015 · 14 yrs 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.