Jyoti Marshall has been an investment adviser representative at The William Allan since December 2020, and is not listed among the firm’s executive officers or direct owners.
The William Allan Corporation is a Fort Collins, CO firm with $204M under management, 239 clients and 2 advisers across 2 offices, as of its April 2026 filing.
- – present · 5 yearsOak Park, CA · Adviser representative · Firm CRD 133147
Investment adviser representative registrations
Jyoti Marshall is registered as an investment adviser representative in California, as a resident of California, since December 2020.
- CaliforniaResidentSince 24 December 2020
Examinations
No examinations are on Jyoti Marshall’s record.
- Full name
- Jyoti Amar Marshall
- CRD
- 7321245
- Firm
- The William Allan · CRD 133147
- Office
- Oak Park, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jyoti Marshall work?
Jyoti Marshall is an investment adviser representative registered through The William Allan Corporation since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jyoti Marshall a financial advisor?
Yes. Jyoti Marshall has a current investment-adviser registration in California, through The William Allan since December 2020.
How many years of experience does Jyoti Marshall have?
Jyoti Marshall has 5 years in the financial industry, since December 2020, across 1 adviser firm.
Where is Jyoti Marshall based?
Jyoti Marshall’s registered office is in Oak Park, CA.
Is Jyoti Marshall registered with FINRA?
No. Jyoti Marshall has no current broker registration.
How can I verify Jyoti Marshall’s record?
Search CRD 7321245 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jyoti Marshall’s full registration record.
