Profil
Jamil Abdullah worked as a Portfolio Manager at Falcon Wealth Planning, Inc. from 2019 to 2021, and then at Vance Wealth Group, Inc. from 2021 to 2022.
He received his undergraduate degree from the University of California, Santa Barbara in 2009.
Anciens postes connus de Jamil Abdullah
| Sociétés | Poste | Fin |
|---|---|---|
Vance Wealth Group, Inc.
 Vance Wealth Group, Inc. Investment ManagersFinance Vance Wealth, Inc. is a SEC-registered investment advisor headquartered in Santa Clarita, California. Formerly known as Vance Wealth Group, Inc., the firm is principally owned by Raymond James Financial, Inc. (NYSE: RJF). Vance Wealth offers investment advisory services to individuals, high net worth individuals, trust, estates, businesses, retirement plans and other financial institutions. | Gestionnaire de Portefeuille-Actions | 01/10/2022 |
Falcon Wealth Planning, Inc.
 Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities. | Gestionnaire de Portefeuille-Actions | 01/05/2021 |
Formation de Jamil Abdullah
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities. | Finance |
Vance Wealth Group, Inc.
Vance Wealth Group, Inc. Investment ManagersFinance Vance Wealth, Inc. is a SEC-registered investment advisor headquartered in Santa Clarita, California. Formerly known as Vance Wealth Group, Inc., the firm is principally owned by Raymond James Financial, Inc. (NYSE: RJF). Vance Wealth offers investment advisory services to individuals, high net worth individuals, trust, estates, businesses, retirement plans and other financial institutions. | Finance |
