Nine Gems Investment Management

Nine Gems Investment Management (CRD# 311148) is a financial advisory firm headquartered in San Jose, CA. They manage $39,613 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 20161, San Jose, CA 95160
https://www.youtube.com/channel/uckpddtrxlyodg6l4y9ddhkq
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $19,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Nine Gems Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Mohan Navaratna, financial advisor San Jose CA
Mohan A. Navaratna
CRD#: 7300325
San Jose, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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