Ankit Jalan

Ankit Jalan

Financial Planning Assistant - LPL Registered Administrative Assistant

Ankit works on the Investment & Planning team to assist in preparing financial planning reports for our advisors' clients and conducting market research.

Ankit graduated from Michigan State University with a Bachelor of Arts in Finance and a minor in Economics. He also holds FINRA series 7 and 66 registrations through LPL Financial. He is also pursuing an MBA program through the University of the Cumberlands.

In his free time, Ankit likes to work out, watch soccer, and spend time with friends and family. He is also fluent in Hindi and Nepali.