Jyoti Amar Marshall
Investment adviser representative at The William Allan Corporation
14 yearsExperience
1 stateRegistered in
$204.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The William Allan CorporationDec 2020 to now
- Jm Accounting & Consulting Inc.May 2020 to now
- Marshall Business ManagementDec 2012 to May 2020
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
The William Allan Corporation
$204.4MAssets managed
239Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7321245
- Firm CRD
- 133147