Jamil
Abdullah
Falcon Wealth Planning, Inc
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About this Advisor
Jamil Abdullah is a certified financial planner and chartered financial analyst based in Ontario, California, with 1 year of industry experience. Abdullah is an advisor for Falcon Wealth Planning, Inc. Their career trajectory has included roles at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Sanders Morris Harris, Ef Legacy Securities, LLC, Edelman Financial Services, Falcon Wealth Planning and Vance Wealth Management. Abdullah maintains a Series 63 license, qualifying them as a securities broker, and is approved to serve investors in California and Texas. Falcon Wealth Planning, Inc is a firm based out of Ontario, CA. The investment advisory business has offices in 11 locations and a total of 27 financial advisors. It manages $569 million in total assets between its 2,984 accounts, making it one of the bigger firms in the country by assets under management. Of its 2,984 accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets. Falcon Wealth Planning, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Falcon Wealth Planning, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Falcon Wealth Planning, Inc Brokerage Details
$568,986,830
27
2,984
$190,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jamil Abdullah Work History
Jamil has been registered as a financial advisor for 1 years.*
Falcon Wealth Planning
Vance Wealth Management
Falcon Wealth Planning
Ef Legacy Securities, LLC
Sanders Morris Harris
Edelman Financial Services
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jamil Abdullah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Falcon Wealth Planning, Inc
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
