Mohan Navaratna (CRD# 7300325) is an Investment Advisor Representative working at Nine Gems Investment Management in San Jose, CA and has over 3 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2238419
Lpl Financial LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nine Gems Investment Management | San Jose, CA | Sep 2020 - Current | 3 |
| Nine Gems LLC | San Jose, CA | Sep 2018 - Current | 5 |
| Equinix Inc. | Sunnyvale, CA | Oct 2014 - Sep 2021 | 6 |
| Credit Sesame | Mountain View, CA | Jul 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$19,807
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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