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Jadim Wealth Management, LLC CRD 165415
$25.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
867 Boylston St 5Th Fl, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-21 |
| NY | RA | APPROVED | 2021-08-23 |
| CT | RA | APPROVED | 2013-01-22 |
| NH | RA | APPROVED | 2013-01-07 |
| VA | RA | APPROVED | 2013-01-02 |
| MA | RA | APPROVED | 2012-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jadim Wealth Management, Llc | Santa Monica | CA | 05/2009 | Present |
(1) INDEPENDENT INSURANCE AGENT - INVESTMENT-RELATED - NEWTON, MA - INSURANCE AGENT - INSURANCE SALES - 11/2003 - APPROX 5 HRS/MONTH - APPROX 5 HRS/MONTH DURING TRADING HRS - INSURANCE SALES. (2) COBALT ARCHIVE, LLC - NOT INVESTMENT-RELATED - NEWTON, MA - WEB ARCHIVING PLATFORM - MANAGING MEMBER - 04/2018 - APPROX 20 HRS/MONTH - APPROX 20 HRS/MONTH DURING TRADING HRS - MANAGEMENT OFBUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-16 |
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