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Andrew J Constantinides

Neil Jesani Wealth Management

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About Andrew J Constantinides

Andrew Constantinides is a financial advisor registered with Neil Jesani Wealth Management and has been in the industry for over 14 years. Andrew is a licensed insurance producer in Florida and has been working as a Senior Financial Advisor for Neil Jesani Advisors Inc. since 2022. Andrew also provides tax and accounting services. Andrew is a registered representative in California, Florida, Georgia, Illinois, New Jersey, and Texas. He specializes in providing financial planning, portfolio management for individuals and businesses. Andrew is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Andrew Constantinides is currently registered with Neil Jesani Wealth Management. 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.

$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.

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Andrew Constantinides’s Registration & Firm History

FL

08/29/2022 - Present

Neil Jesani Wealth Management (SUNRISE FL)

FL

06/14/2019 - 12/13/2019

WESTPARK CAPITAL, INC. (BOCA RATON FL)

FL

08/01/2018 - 06/03/2019

I-BANKERS DIRECT, LLC (Boca Raton FL)

FL

02/05/2018 - 12/26/2018

I-BANKERS SECURITIES, INC. (DELRAY BEACH FL)

FL

06/29/2016 - 02/06/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

FL

05/20/2009 - 06/14/2016

DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 05/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Andrew J Constantinides. Review regulatory record here.
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