Kevin Jamali (CRD# 2643831) is an Investment Advisor Representative working at Farther in Northbrook, IL and has over 28 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors | Northbrook, IL | Jan 2023 - Current | 1 |
| Famdep Capital Management | Chicago, IL | Mar 2018 - Dec 2022 | 4 |
| Auctos Capital Management | Chicago, IL | Jan 2007 - Feb 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- IL
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Total Assets Under Management2,182MILLIONS
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Total Number of Accounts5,112ACCOUNTS
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Average Account Value$426,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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