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Neil Jesani Wealth Management

Headquartered in SUNRISE, FL

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Firm Information

Neil Jesani Wealth Management is a wealth management firm with $102,544,139 in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and other investment advisors.

Neil Jesani Wealth Management

$102.54M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

NEIL JESANI WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

SUNRISE, FL

Advisors at Neil Jesani Wealth Management

View All 3 Advisors
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James Vincent Debevec

CFA®, RA

SUNRISE, FL

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Brandon Scott Judas

RA

BOCA RATON, FL

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Nurdin Hasambhai Jesani

CFP®, RA

SUNRISE, FL

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Andrew J Constantinides

RA

SUNRISE, FL

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Disclosures

There are no public disclosures for Neil Jesani Wealth Management.

Frequently Asked Questions (6)

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