Profilo
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.
Precedenti posizioni note di Jamil Abdullah
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 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. | Gestore di Portafoglio-Azioni | 01/05/2021 |
Formazione di Jamil Abdullah
| University of California, Santa Barbara | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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