Career history of Jamil Abdullah
Former positions of Jamil Abdullah
| Companies | Position | Start | End |
|---|---|---|---|
Vance Wealth Group, Inc.
 Vance Wealth Group, Inc. Investment ManagersFinance Vance Wealth, Inc. is a SEC-registered investment advisor headquartered in Santa Clarita, California. Formerly known as Vance Wealth Group, Inc., the firm is principally owned by Raymond James Financial, Inc. (NYSE: RJF). Vance Wealth offers investment advisory services to individuals, high net worth individuals, trust, estates, businesses, retirement plans and other financial institutions. | Portfolio Manager-Equities | 30/04/2021 | 30/09/2022 |
Falcon Wealth Planning, Inc.
 Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities. | Portfolio Manager-Equities | 28/02/2019 | 30/04/2021 |
Training of Jamil Abdullah
| University of California, Santa Barbara | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities. | Finance |
Vance Wealth Group, Inc.
Vance Wealth Group, Inc. Investment ManagersFinance Vance Wealth, Inc. is a SEC-registered investment advisor headquartered in Santa Clarita, California. Formerly known as Vance Wealth Group, Inc., the firm is principally owned by Raymond James Financial, Inc. (NYSE: RJF). Vance Wealth offers investment advisory services to individuals, high net worth individuals, trust, estates, businesses, retirement plans and other financial institutions. | Finance |
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