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Adivaraha Jayasankar

Investment adviser representative at Bellwether Investment Group, LLC
13 yearsExperience
2 statesRegistered in
$155.1MFirm assets
18 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Bellwether Investment Group, LLCJul 2023 to now
  2. Wealth Foundations Solutions, LLCFeb 2020 to now
  3. Mainstay Capital AdvisorsApr 2023 to May 2023
  4. Abbvie IncJan 2013 to Sep 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Bellwether Investment Group, LLC

$155.1MAssets managed
313Clients
6Advisers
18 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
7733773
Firm CRD
148114
Advisor's SEC record (opens in a new tab)
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