Fiduciary Capital Management LLC
Jay Narwani, ChFC®
Investment Advisor Representative
Financial planning informed by a background in investment advisory services and insurance.
About Jay
Jay Narwani is an Investment Advisor Representative with Fiduciary Capital Management LLC. He joined the firm in October 2026 and holds the Chartered Financial Consultant® (ChFC®) designation.
His professional background includes investment advisory work with Brokers International Financial Services and insurance roles with Insurance Elevated, PIMSCO, and 360 Financial Group. He provides financial planning services and is licensed to sell life and health insurance.
Jay attended Embry-Riddle Aeronautical University in Daytona Beach, Florida, from August 2013 through December 2017.
The ChFC® Designation
The Chartered Financial Consultant® designation is conferred by The American College of Financial Services. Jay’s professional education covers the interconnected areas of comprehensive financial planning:
- Financial planning principles
- Insurance planning
- Retirement planning
- Investments
- Income taxation
- Estate planning
The curriculum also includes comprehensive case analysis and the application of planning concepts to individual circumstances.
The designation involves prescribed coursework and examinations, professional-experience requirements, and ethics standards. Maintaining it requires ongoing professional recertification. A designation does not itself authorize investment advisory activity or imply a guarantee of results.
Professional Background
- October 2026–Present Fiduciary Capital Management LLC Investment Advisor Representative
- September 2023–October 2026 Brokers International Financial Services Investment Advisory Representative · Winter Park, Florida
- June 2023–October 2026 Insurance Elevated Insurance Agent · Orlando, Florida
- November 2021–October 2026 PIMSCO Insurance Agent · Clearwater, Florida
- July 2021–October 2026 360 Financial Group Health Insurance Agent · Winter Park, Florida
Important Information
Advisory services are offered through Fiduciary Capital Management LLC, an SEC-registered investment adviser (CRD #340618; SEC File #801-135523). Registration does not imply a particular level of skill or training. Investing involves risk, including the possible loss of principal.
Jay’s insurance activities are conducted in a separate capacity. Insurance compensation may create an incentive to recommend products based on compensation rather than client needs. Clients are not required to purchase insurance or use Jay’s services in that outside capacity. Please review the firm’s brochure and Jay’s brochure supplement for further information about services, fees, and conflicts of interest.
This profile is for informational purposes and does not replace the firm’s Form ADV brochure or Jay’s Form ADV Part 2B. It is not individualized investment, tax, or legal advice.