Bharatkumar H Jani

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Bharatkumar Jani
  Cortlandt Manor, NY
• 05/2010 → 09/2025
  Avantax Insurance Agency Llc
  Cortlandt Manor, NY
• 05/2010 → 09/2025
  Avantax Investment Services, Inc.
  Cortlandt Manor, NY
• 04/2009 → Present
  Bharatkumar H Jani
  Cortlandt Manor, NY
• 06/2010 → Present
  Bharatkumar H Jani
  Cortlandt Manor, NY
• 06/2019 → Present
  Bharatkumar Jani
  Cortlandt Manor, NY
• 01/2008 → Present
  Hindu Priest
  Cortlandt Manor, NY
• 01/2007 → Present
  Driver Safety Course Instructor
  Cortlandt Manor, NY
• 05/2010 → 09/2025
  Avantax Advisory Services
  Cortlandt Manor, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cortlandt Manor, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-08 → 2025-09-05
  Avantax Advisory Services
  Cortland Manor, NY

Other Businesses

Bharatkumar H Jani~'NIR'~203 Varian Rd~Cortlandt manor~NY~10567~Insurance Agent~Agent~6/11/2010~30hrs~0hrs~Sell and service property and casualty insurance products Bharatkumar H Jani~'NIR'~203 Varian Road~Cortlandt Manor~NY~10567~Accounting Services/Tax Preparation~Owner~4/1/2009~80hrs~20hrs~prepare tax return Driver Safety Course Instructor~'NIR'~203 Varian Road~Cortlandt Manor~NY~10567~Other~Owner~1/1/2007~8hrs~0hrs~Teach NY driver safety course at various locations Hindu Priest~'NIR'~203 Varian Road~Cortlandt Manor~NY~10567~Other~Other~1/1/2008~5hrs~0hrs~This is a need based service. Generally weekend for hour or two Bharatkumar Jani~'NIR'~203 Varian Road~Cortlandt Manor~NY~10567~Insurance Agent~Owner~6/1/2019~10hrs~0hrs~Sell Long term care, Disability and Health insurance including Individual, group, medicare advantage, Medicare Prescription, Medicare Supplement

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-13

Other Names

• B J