Rajyashree
Jalan

Managed Account Advisors LLC

CRD#5854529
Investment Advisor
in Jersey City, NJ

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About this Advisor

Rajyashree Jalan is a financial advisor based out of Jersey City, New Jersey, who has been in the industry for 12 years. Jalan currently works for Managed Account Advisors LLC. They have spent their complete time as a financial advisor at Managed Account Advisors Llc. Jalan holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in New Jersey. Managed Account Advisors LLC is a firm based out of Jersey City, New Jersey. It administers $662 billion in assets under management among its 1,668,222 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 3,620 charitable organizations. Of its 1,668,222 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually are based on which service is offered. Fee types charged by Managed Account Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

101 Hudson Street
Jersey City, NJ 07302

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Managed Account Advisors LLC Brokerage Details

Total Assets Under Management

$662,442,608,335

NJ Average: $10,121,009,343
Total Number of Employees

65

NJ Average: 92
Total Number of Accounts

1,668,222

NJ Average: 6,978
Average Account Size

$397,095

NJ Average: $1,450,417

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Rajyashree Jalan Work History

Rajyashree has 12 years of experience.

2010 - Present (12 years)

Merrill Lynch

Disclosures

Rajyashree Jalan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Managed Account Advisors LLC

Joseph Demaio
Jersey City, NJ
Alexandra Kayes
Jersey City, NJ
Jaymie Trisha Tan
Jersey City, NJ
Michael Mochan
Jersey City, NJ
Rajyashree Jalan
Jersey City, NJ
Stephen Sarpi
Jersey City, NJ
Timothy Munson
Jersey City, NJ
Kyle Nakamura
Jersey City, NJ

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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