Monisha Jayakumar
Investment Adviser Representative at ARIS Investing
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Monisha Jayakumar is an investment adviser representative with ARIS Investing in Santa Monica, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Asset ManagementOct 2016 – Nov 2022Los Angeles, CA
- Allspring Global InvestmentsNov 2022 – Mar 2025Los Angeles, CA
- N/aMar 2025 – Jul 2025Los Angeles, CA
- Nipun CapitalAug 2025 – Sep 2025Forest City, CA
- ARIS InvestingNov 2025 – no end date reportedGlenview, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ARIS Investing
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Aris Investing offers Model Portfolios, Direct Indexing, Unified Managed Accounts, and a Long-Short Strategy through its tax-smart SMA platform, featuring automated rebalancing, hyper-customization, tax-efficient portfolio design, proprietary model and index selection, on-demand reporting, and compliance monitoring.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Glenview, IL
- SEC file number:
- 801-132657
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 23, 2026
View full firm profileOther advisors at ARIS Investing
1 other advisor in the directory
View ARIS Investing firm profileSimilar advisors in Santa Monica, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Monisha Jayakumar 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.
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