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Kevin Jamali

Farther

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About Kevin Jamali

Kevin Jamali is an investment advisor representative. Kevin is registered with Farther and has been in the industry for 27 years. Kevin has a Series 63, Series 65, and Series 6 license and is registered in Illinois. Kevin previously worked at Washington Square Securities, Inc. in Windsor, CT. Kevin specializes in providing financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Kevin is registered as an Investment Advisor Representative for Farther Finance Advisors, located in Northbrook, IL.

Firm Information

Kevin Jamali is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Kevin Jamali’s Registration & Firm History

IL

03/20/2023 - Present

Farther (Northbrook IL)

CT

01/29/1996 - 10/25/1996

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 03/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Jamali.
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