PJ
PJ

Pranav Sumant Jaiswal

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
10,588 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$26.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.95%
$25.0M - $50.0M0.90%
$50M+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11988 El Camino Real, Suite 500, San Diego, CA, 92130

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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

Pranav works full-time as a Director in Private Client Portfolio Management at Brandes Investment Partners since 1999. He also owns multiple rental properties, dedicating minimal time to these activities.

Employment History
Current Registrations
Foreside Fund Services, LLC
August 2024 - Present · 1 yr 6 mos
Foreside Fund Services, LLCBroker
August 2024 - Present · 1 yr 6 mos
Brandes Investment Partners, LP
March 2002 - Present · 23 yrs 11 mos
Previous Registrations
Alps Distributors, INC.Broker
September 2015 - July 2024 · 8 yrs 10 mos
Quasar Distributors, LLCBroker
October 2009 - August 2015 · 5 yrs 10 mos
Linsco/private Ledger CORP.Broker
August 1998 - February 1999 · 6 mos
Van Kampen American Capital Distributors, INC.Broker
May 1997 - May 1998 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.