Adivaraha Jayasankar
Advisor at Bellwether Investment Group, LLC
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.
Advisor at Bellwether Investment Group, LLC
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.
Location
Naperville, IL
Credentials
Series 65
Industry experience
2 years
Adivaraha Jayasankar is a financial advisor at Bellwether Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Bellwether since 2023, following roles at Mainstay Capital Advisors and Wealth Foundations Solutions, LLC. Outside of his advisory role, Jayasankar is involved in insurance sales through Wealth Foundation Solutions and provides tax preparation and review services at Zoller, Swanson and Company. Bellwether Investment Group offers advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, delivering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and use of leverage and structured strategies.
Based on Bellwether Investment Group, LLC
Based on Bellwether Investment Group, LLC
Based on Bellwether Investment Group, LLC
$1,000 to $15,000 on a fixed fee basis for financial planning and consulting services
Negotiable up to 2.00% annually
$75 to $400 per hour depending on service and professional
Naperville, IL
Illinois · Texas
Bellwether Investment Group, LLC
2023 - Present (3 years)
Mainstay Capital Advisors
2023 - 2023 (1 year)
Wealth Foundations Solutions, LLC
2020 - Present (6 years)
Abbvie Inc
2013 - 2020 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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