Inactive

Siddharth Sinha

Neil Jesani Wealth Management

Minneapolis, MN

CRD 6048187

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Employer firm

Neil Jesani Wealth Management CRD 322345

$194M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Neil Jesani Wealth Management

1301 International Parkway Suite 550, Sunrise, FL 33323 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-02-24

MN RA
APPROVED

Since 2026-02-24

Branch Locations

1301 International Parkway Suite 550, Sunrise, FL 33323 • United States

Minneapolis, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Thrivent Asset Management	Minneapolis	MN	08/2015	01/2025
Neil Jesani Wealth Management	Sunrise	FL	11/2025	Present
Sabbatical	Minneapolis	MN	01/2025	11/2025

08/2015 → 01/2025

Thrivent Asset Management

Minneapolis, MN
11/2025 → Present

Neil Jesani Wealth Management

Sunrise, FL
01/2025 → 11/2025

Sabbatical

Minneapolis, MN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-06-15

S63 Uniform Securities Agent State Law Examination

2012-06-15

Designations

Chartered Financial Analyst

View on SEC IAPD

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