Kevin
Jamali
Farther
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About this Advisor
Kevin Jamali is a financial advisor operating in Northbrook, Illinois. Jamali is an advisor for Farther. Over the course of their career, Jamali has held roles at Auctos Capital Management, Famdep Capital Management and Farther Finance Advisors. Jamali holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Farther is a financial advisory business based in San Francisco, CA. It has offices in 41 locations and a total of 78 advisors. It handles $676 million in total assets between its 3,603 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 3,603 client accounts, just 13% are associated with high-net-worth clients who have more than $1 million in investable assets. Farther provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees charged by financial advisors typically depend on which services are provided. However, fees charged by Farther typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$675,735,981
78
3,603
$187,548
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
Kevin has been registered as a financial advisor for 0 years.*
Farther Finance Advisors
Famdep Capital Management
Auctos Capital Management
*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 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
Reno, NV
Wilton, CT
San Francisco, CA
San Francisco, CA
East Hanover, NJ
San Francisco, CA
Moraga, CA
Atlantic Beach, FL
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