A complete list of active advisors currently associated with Jhanti Financial

Warmer can help you find a great advisor at Jhanti Financial or one who fits your needs even better.

Jhanti Financial is a registered investment adviser that offers portfolio management, investment advisory and financial planning services to a range of client types, including corporations, business development companies, charitable organizations, small businesses and individuals. The firm also provides education seminars and workshops aimed at low- to middle-income individuals and distributes periodicals and newsletters to both clients and the general public. The firm says it tailors advice to each client’s investment objectives and risk tolerance and uses a mix of fundamental and technical analysis, chart patterns, sector analysis and political analysis when evaluating strategies. It reports managing accounts primarily on a discretionary basis, performs weekly cursory reviews with a more thorough monthly review of accounts, and offers an optional wrap-fee program for bundled services. Notable, less typical features disclosed in the brochure include subscription-based newsletters (listed at $5.99), hourly consulting fees ($50/hour) and one-time seminar fees, indicating multiple non‑AUM revenue sources in addition to percentage‑of‑assets fees. The firm also contracts with an affiliated broker‑dealer/custodian (Money Bloc) and operates as a financial division of a corporation that conducts export/import operations outside the advisory business.

To learn more about the advisors currently working at Jhanti Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Lamonte Williams profile photo Lamonte Williams
Bensalem, PA
9
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