Neil Jubaili

CEDAR WEALTH MANAGEMENT

Walnut Creek, CA 94596

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CRD#: 4529109

Professional summary

Neil Jubaili, CFP®, CIMA® is a registered financial advisor currently at CEDAR WEALTH MANAGEMENT located in Walnut Creek, California.

Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Neil has worked at 2 firms and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MR. JUBAILI IS A CPA AND OWNER OF CWM ACCOUNTANCY LLP, CERTIFIED PUBLIC ACCOUNTANTS. 9/2014 - PRESENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neil Jubaili's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2002

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 12, 2013 - Present

CEDAR WEALTH MANAGEMENT

Office #1: 1990 North California Blvd 8th Floor, Walnut Creek, CA, 94596

RIA

CRD#: 167149

Walnut Creek, CA

Past

July 10, 2001 - April 17, 2006

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

RIA

CRD#: 104593

SAN FRANCISCO, CA

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".

CEDAR WEALTH MANAGEMENT

CEDAR ASSET MANAGEMENT | JUBAILI, NEIL | CEDAR WEALTH MANAGEMENT, LLC | CEDAR WEALTH MANAGEMENT

CRD#: 167149 / SEC#: 801-107067

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

California

Registered Investment Advisory firm - (3/17/2016 Terminated)

Texas

Registered Investment Advisory firm - (2/16/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/12/2013)

IAR

Texas
(10/2/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2001

Uniform Securities Agent State Law Examination

Current Firm

CEDAR WEALTH MANAGEMENT

CEDAR ASSET MANAGEMENT | JUBAILI, NEIL | CEDAR WEALTH MANAGEMENT, LLC | CEDAR WEALTH MANAGEMENT

CRD#: 167149 / SEC#: 801-107067

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

California

Registered Investment Advisory firm - (3/17/2016 Terminated)

Texas

Registered Investment Advisory firm - (2/16/2016 Terminated)

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Contact information

Main Address

1990 North California Blvd 8th Floor, Walnut Creek, CA, 94596

Mailing Address

Phone number

(415) 230-2757

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - CEDAR ASSET MANAGEMENT STRATEGIES (4/9/2025)

FIRM BROCHURE - CEDAR WEALTH MANAGEMENT STRATEGIES (3/29/2025)

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 361,392,640

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Neil Jubaili

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neil Jubaili's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEDAR WEALTH MANAGEMENT

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

CEDAR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2001

Series 63

Date: 3/20/2001

Current Firm

CEDAR WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEDAR WEALTH MANAGEMENT

TRUST BUT VERIFY

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