Asha Jain, Ph.D Economics, MBA

Partner

Wealth Advisor

Phone: (480) 630-1413

Email: ajain@stratoswp.com

 

Asha Jain is a Partner and Wealth Advisor with Stratos Wealth Partners in Scottsdale, AZ. Prior to Stratos, Asha spent 22 years at Wells Fargo Advisors and its predecessors. She has more than 25 years of experience in the financial services industry. Asha's focus is on retirement planning and income analysis for retirement portfolios. She currently holds the Series 7 and 63 registrations with LPL Financial. She holds the Series 65 registration with Stratos Wealth Partners, Ltd. She is registered with the State of Arizona, State of California, State of Florida, and State of Nevada with a Life, Disability, and Variable Life Insurance License as well.

Asha grew up in India. After completing a Ph.D. in Economics from I.I.T. Kanpur, she moved to the U.S. to be with her husband who was working toward a graduate degree in engineering. She completed an MBA in Finance from Northern Kentucky University. Asha places a strong emphasis on financial education for herself, as well as her clients. She is committed to helping her clients in realizing their financial goals. She believes the first step in serving her clients is listening to them, creating a collaborative financial planning process that results in better educated clients and a better understanding of personal financial risk management. Asha's comprehensive educational background helps her formulate a complete financial plan for her clients.      

Ms. Jain is fond of saying, “If you desire to make a difference in the world, you must be different from the world.” She is actively involved in her community through the India Association of Phoenix, The Indo American Cultural and Religious Foundation, and the Hindu Temple of Arizona. She is also a member of The National Association of Professional Women, and the alumni associations of I.I.T. Kanpur and Northern Kentucky University. In her free time she enjoys yoga, traveling, reading, and promoting the broad benefits of education.    

 

Asha Jain is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.