Jitender Gidwani
Jitender Gidwani is a registered investment advisor at Arkadios Wealth Advisors, based in Iselin, NJ, with 24 years of industry experience. Jitender operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
33 Wood Ave South #610, Iselin, NJ, 08830
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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
Jitender sells fixed insurance products through Lincoln Financial Group and Agent Support Group, and life insurance through Ohio National, dedicating a few hours per week to each. He is also a wealth manager at Gidwani Capital, LLC (full-time) and a board member at Gulf Atlantic Bank (minimal time).
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Triad Advisors, LLC
Gitterman Wealth Management, LLC
Triad Advisors LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
State Registrations6 states
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