Anant
Jain

Financial Management Strategies, Inc

CRD#2975188
Investment Advisor
in Richardson, TX

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About this Advisor

Anant Jain is a certified financial planner who works in Richardson, Texas with a total of 12 years of industry experience. Jain is currently employed by Financial Management Strategies, Inc. Jain has gained experience at Walnut Street Securities, Inc, Cetera Advisor Networks LLC and Financial Management Strategies, Inc. Jain maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Financial Management Strategies, Inc is an advisory company based in Broadview Heights, OH. The firm has offices in seven locations and a total of 34 people on staff. It administers $522 million in assets across its 1,630 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 1,630 customer accounts, 40% are held by high-net-worth individuals who have at least $1 million in investable assets. Financial Management Strategies, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types billed by Financial Management Strategies, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

777 South Central Expwy Suite #1-R
Richardson, TX 75080

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Financial Management Strategies, Inc Brokerage Details

Total Assets Under Management

$522,311,058

TX Average: $2,106,341,625
Total Number of Employees

34

TX Average: 34
Total Number of Accounts

1,630

TX Average: 1,972
Average Account Size

$320,436

TX Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Anant Jain Work History

Anant has been registered as a financial advisor for 12 years.*

2013 - Present (11 years)

Cetera Advisor Networks LLC

2011 - Present (13 years)

Financial Management Strategies, Inc

1997 - 2013 (16 years)

Walnut Street Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anant Jain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Management Strategies, Inc

Steven Ingram
Canton, OH
James Rogan
Zelienople, PA
Charles Elliott
Broadview Heights, OH
Anant Jain
Richardson, TX
Geoffrey Novack
Broadview Heights, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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