Anisha Mona Mahajan

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2021 → Present
  Edward Jones
  Warren, NJ
• 08/2017 → 07/2021
  Allianz Global Investors
  New York, NY
• 08/2011 → 07/2017
  Metlife Investment Management
  Morristown, NJ

Other Businesses

MBX Capital investments Type of business: Early stage healthcare companies Claymont, DE Start date: 6/15/2018 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * FemHealth Ventures Type of business: VC firm focused on women's health Short Hills, NJ Start date: 11/8/2021 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * Buckeye Brunner & Baseline Type of business: Real estate investment in Arizona Scottsdale, AZ Start date: 12/31/2023 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * Atlas Health Type of business: Healthcare technology platform Seattle, WA Start date: 12/6/2021 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * CBP Productions Type of business: South Asian movie production Scottsdale, AZ Start date: 6/1/2023 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * Ensaf Capital Founders Fund, LLC Type of business: Real estate fund New York, NY Start date: 5/1/2024 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities *

Exams

• S66 Uniform Combined State Law Examination
  2021-12-16

Other Names

• Mona Mahajan
• Anisha Manajan
• Anisha Mahajan