Janhvi Bhatt has been an investment adviser representative at Zynergy Retirement Planning since September 2026, and is not listed among the firm’s executive officers or direct owners.
Zynergy Retirement Planning is a Red Bank, NJ firm with $173M under management, 172 clients and 3 advisers in one office, as of its June 2026 filing.
Janhvi Bhatt is Associate Financial Planner of Zynergy Retirement Planning. Before moving to the U.S., she gained seven years of experience in financial planning and analysis. She has conducted research on "Behavioural Dynamics, Financial Literacy, and Risk Appetite: Focusing on the U.S. Market."
- Zynergy Retirement PlanningCurrent– present · under a yearRed Bank, NJ · Adviser representative · Firm CRD 143861
Professional designations
Listed by Zynergy Retirement Planning
- CFP®
Investment adviser representative registrations
Janhvi Bhatt is registered as an investment adviser representative in New Jersey, since September 2026.
- New JerseySince 24 September 2026
Examinations
No examinations are on Janhvi Bhatt’s record.
- Full name
- Janhvi Bakul Bhatt
- CRD
- 8345630
- Firm
- Zynergy Retirement Planning · CRD 143861
- Office
- 10 NJ-35, Red Bank, NJ 07701
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zynergyretirement.com
Where does Janhvi Bhatt work?
Janhvi Bhatt is an investment adviser representative registered through Zynergy Retirement Planning since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Janhvi Bhatt a financial advisor?
Yes. Janhvi Bhatt has a current investment-adviser registration in New Jersey, through Zynergy Retirement Planning since September 2026.
How many years of experience does Janhvi Bhatt have?
Janhvi Bhatt has 0 years in the financial industry, since September 2026, across 1 adviser firm.
Where is Janhvi Bhatt based?
Janhvi Bhatt’s registered office is in Red Bank, NJ.
Is Janhvi Bhatt registered with FINRA?
No. Janhvi Bhatt has no current broker registration.
Is Janhvi Bhatt a CFP?
Zynergy Retirement Planning lists Janhvi Bhatt with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Janhvi Bhatt, CFP®, MSF biography, zynergyretirement.com
How can I verify Janhvi Bhatt’s record?
Search CRD 8345630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Janhvi Bhatt’s full registration record.
