Jamal MahmoodCRD Number: 3048473
Current Firm: Access Wealth Planning, LLC
Jamal Mahmood (CRD# 3048473) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 13 years of experience in the finance industry. Jamal Mahmood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||May 2015 - Current||2|
|Access Wealth Planning, LLC||Roseland, NJ||Jun 2010 - Current||6|
|Royal Alliance Associates, Inc.||Roseland, NJ||Jun 2010 - May 2015||4|
|Mahmood Financial Consulting, LLC||Rutherford, NJ||Apr 2009 - Jun 2010||1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jul 2007 - Apr 2009||1|
|Northwestern Mutual Investment Services, LLC||Fairfield, NJ||Sep 2002 - Apr 2009||6|
|The Northwestern Mutual Life Insurance Company||Milwaukee, WI||Sep 2002 - Apr 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2004|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management279MILLIONS
Total Number of Accounts407ACCOUNTS
Average Account Value$685,779
- 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
- Selection of other advisers (including private fund managers)
CA, CT, FL, NJ, NY, PA, TX, VA
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