RJ
RJ

Rajyashree Jalan

11 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B

Fee Structure

Minimum Investment:$1K
Financial Planning:Investment management only
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Location

101 Hudson Street, Jersey City, NJ, 07302

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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

Rajyashree's spouse is the sole proprietor of Global Macro Investments LLC, a business development company involved in international trade of goods and natural resources, in which Rajyashree has no involvement. Rajyashree also co-owns two rental properties with family members, dedicating minimal time to these ventures.

Employment History
Current Registrations
Managed Account Advisors LLC
February 2014 - Present · 12 yrs
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.