JS
CFA
JS
CFA

Jitin Singhal

15 Years of Experience
Ashburn, VA

Jitin Singhal is a CFA-designated registered investment advisor at E J Financial CORP., based in Ashburn, VA, with 15 years of industry experience. Jitin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

EJ Financial's fee for investment advice ranges from 0.2% to 2.0% of the assets they manage. The fee is negotiable and depends on whether EJ Financial has the authority to make trades for you without asking first. Fees are generally lower for clients with larger portfolios. Clients with non-discretionary accounts may pay trading fees in addition to advisory fees. Clients will be responsible for custodial and securities execution fees charged by the custodian and executing broker-dealer.

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Location

Ashburn, VA

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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 Activities

Jitin is the CEO of GoFin Data Solutions Inc., which provides data solutions for agricultural loans. He spends a few hours per week overseeing the growth of the business.

Employment History
Current Registrations
E J Financial CORP.
September 2010 - Present · 15 yrs 8 mos
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.