Advisor at Investments Technology Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investments Technology Inc
Location
Rocky River, OH
Credentials
Series 63
Industry experience
5 years
Ramesh Jhaveri is a financial advisor at Investments Technology Inc with over 35 years of industry experience and holds a Series 63 designation. He has been affiliated with Investments Technology Inc since 1983 and Financial America Securities, Inc. since 1987. Jhaveri currently serves as CEO of the Jhaveri Value Fund, a private equity mutual fund, dedicating full time to managing this trading account. Investments Technology Inc provides portfolio management services for pooled investment vehicles and institutional clients, operating with a small advisory team managing approximately $6.23 million in assets.
Rocky River, OH
Ohio
Financial America Securities, Inc.
1987 - Present (39 years)
Investments Technology, Inc.
1983 - Present (43 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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