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Jamil Moussa Abdullah

Falcon Wealth Planning, Inc.

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About Jamil Moussa Abdullah

Jamil Moussa Abdullah is a financial advisor at Falcon Wealth Planning, Inc. in Ontario, California. Jamil has been in the financial services industry for over 10 years. Jamil is registered in both California and Texas and holds the Series 6 and Series 63 securities licenses, as well as the SIE. Jamil holds the Certified Financial Planner and Chartered Financial Analyst designations.

Firm Information

Jamil Abdullah is currently registered with Falcon Wealth Planning, Inc.. Falcon Wealth Planning, Inc. is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They have approximately $1 billion in regulatory assets under management. Their main office is located in Ontario, CA.
Falcon Wealth Planning, Inc.

3400 INLAND EMPIRE BLVD.

ONTARIO, CA 91764

$1.02B

Assets Under Management

Not reported

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Selection of other advisers fees

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Jamil Abdullah’s Registration & Firm History

CA

09/12/2022 - Present

Falcon Wealth Planning, Inc. (ONTARIO CA)

CA

04/22/2016 - 10/31/2018

EF LEGACY SECURITIES, LLC (WOODLAND HILLS CA)

CA

08/19/2015 - 04/22/2016

SANDERS MORRIS HARRIS LLC (WOODLAND HILLS CA)

CA

10/01/2012 - 08/12/2015

J.P. MORGAN SECURITIES LLC (CANYON COUNTRY CA)

CA

08/13/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CANYON COUNTRY CA)

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Licenses & Designations

BC

Issued 08/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamil Moussa Abdullah.
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