AdFi
JT

Jai Tarachand Doshi

Investment Adviser Representative at CALTON & ASSOCIATES, INC.

Fort Worth, TXCRD #2769321Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
6 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jai Tarachand Doshi has worked in the securities industry since 1996. They are registered to provide investment advisory services in California, Connecticut, District of Columbia, Michigan, New Jersey, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
CaliforniaConnecticutDistrict of ColumbiaMichiganNew JerseyTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/21/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 7/22/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/15/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.026
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Calton & Associates, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CALTON & ASSOCIATES, INC.Current
3/6/2006Fort Worth, TX
CALTON & ASSOCIATES, INC.Current
1/3/2006Fort Worth, TX
CHOICE INVESTMENTS, INC.
7/19/200512/31/2005Austin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CALTON & ASSOCIATES, INC.

Showing 12 of 219 in the directory

View CALTON & ASSOCIATES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jai Tarachand Doshi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jai Tarachand Doshi - Financial Advisor in Fort Worth, TX | AdvisorFinder