Ficadenti Tandon Asset Managemnt, Inc | Financial Advisor in Tysons ,VA

1420 Spring Hill Road
Suite 600
Tysons, VA 22102
Phone: (703) 629-2049

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About

Jit Tandon is President of Ficadenti Tandon Asset Management, Inc. and a well known financial professional in Northern Virginia. Mr. Tandon counsels seniors on how to increase their income and reduce their taxes. Jit has advised pre-retirees and retirees of the federal government, teaching profession and business executives.

Jit is the co-author of Retirement Investing, an easy to read book suited for those already retired or close to it. The book discusses estate planning and retirement investing.

Jit holds a MS in Management from Massachusetts Institute of Technology (MIT), Cambridge, MA and B. Tech. (Honors) degree from the Indian Institute of Technology (IIT), Kharagpur, India. He is also registered as an Investment Advisor Representative and is enrolled to practice Income Tax before the IRS.

Jit lives with his wife of 35 years is Northern Virginia. He has two children, both married and has been blesses with two wonderful grandchildren He is a past President and currently serving as a executive Board Member of Sundial Village Condominium Association, and has served on the Board of Directors of the Nation Children Center (NCC) of Washington, DC.

20 Years of Experience



General Information
Firm Start Year:   2000
No.of Employees:   2-4
Name of Broker/Dealer:   TD AMeritrade Institutional
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   VA
Number of Years with Current Firm:   17
Work Experience:   Jit Tandon is a well-known financial professional in Metro Washington and co-author of Retirement Investing. He has assisted many families to invest wisely. Mr. Tandon has taught investors age 60+ how to preserve their assets, increase their income as much as 30% and reduce the taxes. Jit is a Registered Advisor Representative, which required him to pass a comprehensive exam proving his expertise and broad knowledge of the science of investing. Jit holds a MS degree in Management from MIT, Cambridge, MA and is enrolled to practice before the Internal Revenue Service. He is a member of the National Association of Enrolled Agents. He is a past President and currently serving as a executive Board Member of Sundial Village Condominium Association, and has served on the Board of Directors of the Nation Children Center (NCC) of Washington, DC. Condominium Association, Alexandria, VA.
I work with the following types of clients:   Investment Clubs , Businesses , Non-Profit Organizations , Individual Investors
Foreign Languages Serviced:   Hindi, Urdu, Punjabi & Bengali


Services
Investment Types:   Deferred Compensation Plans , Mutual Funds , Stocks , Bonds , Options & Futures , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)


Qualifications & Memberships
Non-Financial Organization Memberships:   Chairman of the Board of Directors & President of Sun Dial Condominium Association

Past member of the Board of Directors of Nation Children Center (NCC) of Washington, DC


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets , Hourly
Hourly Rate:   $250
Additional Details on Charges:   PORTFOLIO VALUE ANNUAL FEE (%)
Below 250,000 1.50%
250,001-500,000 1.25%
500,001-1,000,000 1.00%
1,000,000 and Higher 0.75%

Fees are billed quarterly, at the end of each quarter based on the portfolio value on the last trading day of the quarter.

For clients without investment services, investment consulting services are provided at a hourly rate of $175/hour. The initial hour is FREE.


Education
SM  - Management   Massachusetts Institute of Technology - Cambridge, MA USA
May 2015-December 1979



FAQs

Jit Tandon

Jit Tandon

EA

Biography


Jit Tandon is President of Ficadenti Tandon Asset Management, Inc. and a well known financial professional in Northern Virginia. Mr. Tandon counsels seniors on how to increase their income and reduce their taxes. Jit has advised pre-retirees and retires of the federal government, teaching profession and business executives.

Jit is the co-author of Retirement Investing, an easy to read book suited for those already retired or close to it. The book discusses estate planning and retirement investing. He has also authored several articles in publications.

Jit holds a MS in Management from Massachusetts Institute of Technology (MIT), Cambridge, MA and B. Tech. (Honors) degree from the Indian Institute of Technology (IIT), Kharagpur, India. He is also registered as an Investment Advisor Representative and is enrolled to practice Income Tax before the IRS.

Jit lives with his wife of 35 years is Northern Virginia. He has two children, both married and has been blesses with two wonderful grandchildren He is a past President and currently serving as a executive Board Member of Sundial Village Condominium Association, and has served on the Board of Directors of the Nation Children Center (NCC) of Washington, DC.

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My Services


Financial Advice & Consulting

Fcadenti Tandon Asset Management, Inc. is a fiduciary, registered investment advisory firm with a specialization in retirement solutions. You can count on more from Ficadenti Tandon. As a boutique investment management firm located in Northern Virginia, we offer highly personalized investment services. The advisors that started the firm over a decade ago are the same ones who answer your phone calls today. As a client, you will work with a dedicated investment manager that will provide attention to your unique investing needs. Our unbiased, objective investment consulting is on a fee-only basis. This ensures our interests are always aligned with yours. We work with individuals, businesses, foundations, and trusts in the following areas: Investment management • Cash flow management • Tax planning & return preparation • Retirement plan design and investment management • Portfolio withdrawal management for income needs when in retirement • Education on investing and portfolio strategies Everyone's circumstances are different. We provide the specific actionable information and unique advice and guidance that you require and perform the services you need based on your specific situation given your location, net worth, portfolio size and financial objectives. Additionally, we are a 'fiduciary', fee only, Independent Advisor. We have no conflicts of interest and receive compensation from you and only you.


Financial Planning for Individuals

We will help you confidently answer these question and many more including: - Your Retirement Accounts and IRA: Should you roll over a 401(k) to an IRA? - Retirement: How much do you need to save for retirement? - Retirement Income: How to generate maximum after-tax income in Retirement - Social Security: How to maximize Social Security benefits for you and your spouse - Asset Protection: How to make sure your assets are protected and distributed as you want, with no surprises


Retirement Planning

We provide unbiased, objective investment consulting on a fee-only basis. This ensures our interests are always aligned with yours. Our services include: - Investment Management - Cash Flow Management - Tax optimization, planning & return preparation - Portfolio withdrawal management for income needs when in retirement We also assist with estate planning and insurance working with other select financial professionals. We don’t sell financial products or receive sales commissions.


Communities Served

MD

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM