Jamal Mahmood, financial advisor Roseland NJ
96 score

Jamal Mahmood

CRD 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 12 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.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2015 - Current 1
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
Contact Info for Jamal L. Mahmood
Phone Number: 973-740-2400
Firm Website: http://www.awplan.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    279
    MILLIONS
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $685,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, NJ, NY, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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