Mahmud Jetha

Employer firm

Ernst & Young Investment Advisers LLP CRD 110921

30 advisory clients

Reported services (Item 5G)

• Financial planning
• Periodicals / newsletters
• 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

• 02/2015 → 05/2018
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 05/2018 → 01/2024
  Tapfin/Ey
  Tampa, FL
• 01/2024 → Present
  Ernst & Young Llp
  Atlanta, GA

Previous Registrations

• 2015-03-18 → 2018-06-11
  The Strategic Financial Alliance, Inc.
  Alpharetta, GA
• 2011-06-22 → 2013-03-21
  Invest Financial Corporation
  Marietta, GA
• 2010-10-13 → 2011-07-06
  Proactive Wealth Strategies, Llc
  Marietta, GA
• 2007-04-05 → 2010-07-13
  Usaa Financial Planning Services
  San Antonio, TX
• 2007-01-01 → 2007-03-23
  Bey-Douglas, Llc Investment Counsel
  Marietta, GA
• 2005-12-14 → 2006-12-31
  Bey-Douglas, Llc Investment Counsel
  Marietta, GA
• 2005-03-15 → 2005-10-19
  Td Ameritrade, Inc.
  Roswell, GA
• 2004-09-14 → 2005-01-03
  Charles Schwab & Co., Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2004-09-13
• S63 Uniform Securities Agent State Law Examination
  1996-04-18

Designations

• Certified Financial Planner