Neil Jesani Wealth Management
Neil Jesani Wealth Management (CRD# 322345) is a financial advisory firm headquartered in Sunrise, FL. They manage $45,000,000 in 138 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management45MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$326,087
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, IL, NJ, TX
Financial Advisors at Neil Jesani Wealth Management
1
Nurdin Jesani (CRD# 4457536) is an Investment Advisor Representative working at Neil Jesani Wealth Management in Sunrise, FL and has over 22 years of experience in the finance industry.
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