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Financial ADVSR advisor directory · SEC adviser records

Neil Jesani Wealth Management financial advisors in Florida

Every SEC-registered investment adviser representative at a Neil Jesani Wealth Management office in Florida, by city and A to Z.

The short answer

6 registered advisors work at Neil Jesani Wealth Management in Florida, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Sunrise (5). 2 list the CFP designation and 0 are also registered broker representatives.

Neil Jesani Wealth Management advisors by city in Florida

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Sunrise 5Delray Beach 1

Neil Jesani Wealth Management advisors in Florida, A to Z

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Neil Jesani Wealth Management advisors in every state →Neil Jesani Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Neil Jesani Wealth Management financial advisors are in Florida?

6 investment adviser representatives are registered at Neil Jesani Wealth Management offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Neil Jesani Wealth Management have the most advisors?

Sunrise, with 5, then Delray Beach (1). Neil Jesani Wealth Management has advisors in 2 cities in Florida.

How do I check a Neil Jesani Wealth Management advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Neil Jesani Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.