Shafiq Jadavji
Shafiq Jadavji is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 12 years of industry experience. Shafiq operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6425 Powers Ferry Road Ste 290, 87283, Atlanta, GA, 30339
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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
Shafiq sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating about 10-20% of his time to this. He is also the founder and CEO of 60 Financial, a financial services firm, which takes about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations10 states
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