Kartik Jambulapati currently serves as a consultant at Qualified Plan Advisors, where he focuses on investment advising, retirement compliance, and ongoing consulting. Kartik first joined the industry in 2014 where he worked for Ascende’s Retirement practice for four years. Prior to joining Ascende, Kartik worked at an IT consulting firm based in Austin, Texas.
Kartik’s areas of focus have included conducting Request for Proposals, providing merger and acquisition support, and presenting quarterly investment reviews and government filings. He is a licensed life/health representative and has passed the series 65 securities exam. Kartik received his Bachelor of Arts degree in Economics and a Computer Science minor from the University of Texas in 2013.
While not attending or watching Houston sports, Kartik enjoys working out, spending time with family & friends, and traveling to places on his extensive bucket list.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Houston, TX 11700 Katy Freeway
Houston, TX 77079
11700 Katy Freeway