Nurdin H. Jesani
NEIL JESANI WEALTH MANAGEMENT
SUNRISE, FL 33323
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CRD#: 4457536
Professional summary
Nurdin Hasambhai Jesani, CFP®, who also goes by Neil H Jesani, Neil Hasambhai Jesani, Neil Jesani, Nurdin H Jesani, Nurdin Jesani, is a registered financial advisor currently at NEIL JESANI WEALTH MANAGEMENT located in Sunrise, Florida.
Nurdin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nurdin has worked at 2 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Neil H Jesani | Neil Hasambhai Jesani | Neil Jesani | Nurdin H Jesani | Nurdin Jesani
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NEIL JESANI ADVISORS, INC.; NON-INVESTMENT RELATED; 1300 SAWGRASS CORPORATE PARKWAY, SUITE 130, SUNRISE, FL 33323; TAX, ACCOUNTING, AND NON-INVESTMENT RELATED FINANCIAL ADVISORY SERVICES TO INDIVIDUALS AND BUSINESSES; OWNER AND CEO; 11/2019; APPROX. 150 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; OWNER AND CHIEF EXECUTIVE OFFICER RESPONSIBLE FOR OVERSEEING ALL ASPECTS OF THE COMPANY'S BUSINESS. 2) BEAMALIFE CORPORATION; INVESTMENT RELATED; 4409 ROUTE 9 SOUTH, SUITE 1000, FREEHOLD, NJ 07728; INSURANCE AGENCY; OWNER AND CEO; 01/2011; 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NO ACTIVITIES OTHER THAN ACTING AS OFFICER IN TYPICAL CORPORATE CAPACITIES. 3) NURDIN H. JESANI; INVESTMENT RELATED; 1300 SAWGRASS CORP. PKWY., SUITE 130, SUNRISE, FL 33323; INSURANCE PRODUCTION ACTIVITIES; INSURANCE PRODUCER; 05.2013; 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.
CRS (Client Relationship Summary) - RIA
Click below to view Nurdin Hasambhai Jesani's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
September 26, 2022 - Present
NEIL JESANI WEALTH MANAGEMENT
Office #1: 1301 International Parkway Suite 550, Sunrise, FL 33323RIA
CRD#: 322345
SUNRISE, FL
Past
October 3, 2001 - August 4, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
PISCATAWAY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NJ
NEIL JESANI WEALTH MANAGEMENT
NEIL JESANI WEALTH | NEIL JESANI WEALTH MANAGEMENT, LLC | NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345 / SEC#: 801-131785
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)California
Registered Investment Advisory firm - (2/12/2025 Terminated)Florida
Registered Investment Advisory firm - (1/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (1/23/2025 Terminated)Illinois
Registered Investment Advisory firm - (1/13/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/16/2025 Terminated)Texas
Registered Investment Advisory firm - (1/13/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/9/2022)
IAR
Florida(10/5/2022)
IAR
Georgia(3/6/2023)
IAR
Illinois(1/26/2023)
IAR
New Jersey(3/14/2023)
IAR
Texas(9/26/2022)
IAR
Washington(1/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NJ
NEIL JESANI WEALTH MANAGEMENT
NEIL JESANI WEALTH | NEIL JESANI WEALTH MANAGEMENT, LLC | NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345 / SEC#: 801-131785
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)California
Registered Investment Advisory firm - (2/12/2025 Terminated)Florida
Registered Investment Advisory firm - (1/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (1/23/2025 Terminated)Illinois
Registered Investment Advisory firm - (1/13/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/16/2025 Terminated)Texas
Registered Investment Advisory firm - (1/13/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1301 International Parkway Suite 550, Sunrise, FL 33323
Mailing Address
Phone number
(954) 800-0460
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 125,925,574 |
Red Flags
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Company Information
NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345Sunrise, FL 33323TRUST BUT VERIFY
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