The Magis Group, Inc.

Specialties

The Magis Group is a Registered Investment Advisor (RIA) affiliated with Schwab Institutional. Our firm offers a comprehensive array of services and products designed to develop and enhance our clients’ financial situation. As a boutique RIA, we provide clients with a number of unique benefits, including advice, greater independence, tools, personalized service, a personal account, a six-​week client review, and interests aligned with yours.

Meet the Business Owner

Jai R.

Business Owner

Jai Ramsawak is a Certified Financial Planner, holds the CFP® and ChFC designation, is a private pilot, aircraft owner and founder of the Magis Group, Inc. Prior to founding the Magis Group, Inc., Jai spent over twenty years in the financial services industry. He built a successful financial planning practice that ranked in the top 1% of practices at American Express Financial Advisors (now Ameriprise Financial). He holds a Master’s Degree in Economics from Fordham University.

Additionally, Jai is a certified affiliate of Resources Associates Corporation/​Total Quality Institute (RAC/​TQI), an organization specializing in the development of individuals and institutions toward their full potential.

Jai holds the IRS Enrolled Agent designation, allowing him to represent taxpayers before the IRS regarding tax matters.

Jai and his family reside in both Westchester County, NY and San Diego, CA. He has been an active supporter of the Leukemia & Lymphoma Society. Since 2007 he has committed