Anant Jain is a CFP-designated registered investment advisor, based in Richardson, TX, with 28 years of industry experience.
Location
777 South Central Expwy, Suite #1-R, Richardson, TX, 75080
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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
Anant is an independent insurance agent selling various insurance products since 1998, dedicating a few hours per week. He is also an IAR of Financial Management Strategies since 2011, working nearly full-time, and owner/president of United Solutions since 1999, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Financial Management Strategies, INC.
Previous Registrations
United Solutions
Walnut Street Securities, INC.Broker
State Registrations7 states
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