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Seema Jain

6 Years of Experience
Tampa, FL
Sells Insurance

Seema Jain is a registered investment advisor at Axiom CPA, based in Tampa, FL, with 6 years of industry experience. Seema operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Tax Planning.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

13234 Telecom Dr., Tampa, FL, 33637

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Seema is the CEO and Founder of multiple LLCs involved in real estate rental property holdings, general business consulting, and a CPA firm. She also works as an insurance agent, dedicating minimal time to this activity, and her primary business activity is Axiom Business Consulting, LLC, where she works full-time as a CPA.

Employment History
Current Registrations
Axiom CPA
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Jaffe Tilchin Investment Partners, LLC
February 2020 - August 2024 · 4 yrs 6 mos
Geneos Wealth Management, INC.
November 2015 - November 2016 · 1 yr
State Registrations1 state
FL
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.