# Sanjiv Jhaveri

> Sanjiv Jhaveri is a fee-only financial advisor at SJ Capital Management in Monmouth Junction, New Jersey, who holds the CFA credential. Sanjiv focuses on retirement planning, small business owners and physicians & residents. SJ Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sanjiv-jhaveri/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** SJ Capital Management
- **Based in:** Monmouth Junction, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $95.3M across 251 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Small business owners, Physicians & residents
- **Works with:** Physicians, Retirees, Pre-retirees
- **CRD:** 2271609 (https://adviserinfo.sec.gov/individual/summary/2271609)
- **SEC registration:** Investment adviser representative in LA, NJ, TX
- **Exams passed:** Series 63 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sjcapm.com/

## Frequently asked questions

### Is Sanjiv Jhaveri a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sanjiv holds no broker registration, and SJ Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sanjiv charge for financial advice?

Sanjiv's firm, SJ Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sanjiv Jhaveri based?

Sanjiv Jhaveri is based in Monmouth Junction, New Jersey.

### What does Sanjiv specialize in?

Sanjiv's specialties include retirement planning, small business owners and physicians & residents. Sanjiv works with physicians, retirees and pre-retirees.

### What credentials does Sanjiv Jhaveri hold?

Sanjiv Jhaveri holds the CFA credential.

### Is Sanjiv Jhaveri registered with the SEC?

Yes. Sanjiv Jhaveri is registered as an investment adviser representative in LA, NJ and TX (CRD 2271609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SJ Capital Management manage?

SJ Capital Management reports $95.3M across 251 accounts in assets under management.

### How do I contact Sanjiv Jhaveri?

Through Sanjiv's website, sjcapm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2271609): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sjcapm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.