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Financial ADVSR advisor directory · SEC adviser records

Neil Jesani Wealth Management financial advisors in Sunrise, FL

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

The short answer

3 registered advisors work at Neil Jesani Wealth Management in Sunrise, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Neil Jesani Wealth Management advisors in Sunrise, A to Z

Every Neil Jesani Wealth Management advisor →

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

Neil Jesani Wealth Management advisors in other cities

Delray Beach, FL 1Minneapolis, MN 1Orlando, FL 1

Other firms in Sunrise

All Sunrise advisors →

Eagle Strategies LLC 17Cetera Investment Advisers LLC 12Pfs Investments Inc. 10Arete Wealth Advisors, LLC 3Osaic Wealth, Inc. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Neil Jesani Wealth Management have in Sunrise?

3 investment adviser representatives are registered at Neil Jesani Wealth Management offices in Sunrise, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Neil Jesani Wealth Management one of the largest advisor employers in Sunrise?

Neil Jesani Wealth Management ranks number 5 in Sunrise by registered advisors; Eagle Strategies LLC has the most, with 17.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.