Kevin
Jamali

Farther

CRD#2643831
Investment Advisor
in Northbrook, IL

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About this Advisor

Kevin Jamali is a financial advisor based in Northbrook, Illinois, working with Farther. Kevin has previously held positions at Auctos Capital Management, Farther Finance Advisors, and Famdep Capital Management. Kevin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Kevin is part of Farther, which operates out of Northbrook, Illinois. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Northbrook, IL

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

IL Average: $7,578,581,321
Total Number of Employees

154

IL Average: 43
Total Number of Accounts

5,112

IL Average: 3,727
Average Account Size

$426,804

IL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Kevin Jamali Work History

2023 - Present (1 year)

Farther Finance Advisors

2018 - 2022 (4 years)

Famdep Capital Management

2007 - 2018 (11 years)

Auctos Capital Management

Disclosures

Please visit the SEC profile of Kevin Jamali 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 Farther

Tyson Lokke
San Francisco, CA
Christian Pierce
Brooklyn, NY
Herbert Kyles
Framingham, MA
Christine Thibodeaux
San Rafael, CA
Jonathon Mason
Cincinnati, OH
Nathan Bosek
Sartell, MN
Kyra Gayle Luu
Las Vegas, NV
Robert Kelly
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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