Jitesh Ashokkumar Shah

Current Employers

Avaari Financial

Fremont, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-27

CA RA
APPROVED

Since 2025-10-27

Branch Locations

Fremont, CA • 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
Idt	San Jose	CA	09/1999	Present

09/1999 → Present

Idt

San Jose, CA

Previous Registrations

2010-11-30 → 2019-12-31

Avaari Financial

Fremont, CA

Other Businesses

ENGINEER AT IDT AT 6024 SILVER CREEK VALLEY ROAD, SAN JOSE, CA. START DATE IS AUG 1999. APPROX. WEEKLY HOURS WORKED IS 40. TRADES ARE PLACED TYPICALLY AFTER MARKET CLOSE AS THERE IS VERY SELDOM A NEED TO PLACE TRADES ON THE SPUR DUE TO THE NATURE OF HOW I INVEST MY CLIENTS' ASSETS. I DON'T DAY TRADE WITH MY MONEY AND NEITHER WITH MY CLIENTS' MONEY. AND HENCE, NOT MUCH TIME IS DEVOTED TO TRADING DURING MY WORK HOURS AS AN ENGINEER. THE BUSINESS IS NOT INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-10-15

S65 Uniform Investment Adviser Law Examination

2010-10-15

Other Names

Jitesh A Shah

View on SEC IAPD