GleanMark

JADIM WEALTH Trademark

JADIM WEALTH is a USPTO trademark filed by JADIM WEALTH MANAGEMENT, LLC. Status: Registered.

Trademark Facts

MarkJADIM WEALTH
Serial Number97461209
Registration Number7179884
StatusRegistered
Filing Date2022-06-16
Registration Date2023-10-03
Mark TypeWord
Nice Classes036 (Financial Services)
OwnerJADIM WEALTH MANAGEMENT, LLC
Prosecution Events26
Latest EventWOAR on 2024-11-14

Goods & Services

Class 036: Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non- discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisory services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38) manager services, namely, ERISA 3(38) fiduciary representative services for retirement plans; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, fiduciary services, namely, fiduciary representative services, non-fiduciary services, namely, investment advisory services; Financial planning and investment advisory services

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