Profiel
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.
Eerdere bekende functies van Jamil Abdullah
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 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. | Portefeuillebeheerder-Aandelen | 01-05-2021 |
Opleiding van Jamil Abdullah
| University of California, Santa Barbara | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
