Jetmir Ahmeti

AHMETI WEALTH MANAGEMENT

RICHARDSON, TX

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CRD#: 5568499

Professional summary

Jetmir Ahmeti, CFP® is a registered financial advisor currently at AHMETI WEALTH MANAGEMENT, LLC located in Richardson, Texas.

Jetmir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jetmir has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

I hold and active Property & Casualty license and real estate salesperson license in Texas and I offer those services to clients and prospects.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jetmir Ahmeti'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 21, 2015 - Present

AHMETI WEALTH MANAGEMENT, LLC

RIA

CRD#: 258787

RICHARDSON, TX

Past

September 21, 2009 - May 11, 2015

EDWARD JONES

RIA

CRD#: 250

DALLAS, TX

Past

September 4, 2009 - May 11, 2015

EDWARD JONES

CRD#: 250

DALLAS, TX

Past

September 19, 2008 - January 26, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

PLANO, TX

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

Texas
(10/21/2015)

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 66

Date: 9/18/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2008

General Securities Representative Examination

Current Firm

AHMETI WEALTH MANAGEMENT, LLC

AHMETI WEALTH MANAGEMENT, LLC | AHMETI, JETMIR

CRD#: 258787 / SEC#:

Texas

Registered Investment Advisory firm - (10/21/2015 Approved)

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Contact information

Main Address

8330 Lbj Freeway Suite B638, Dallas, TX 75243

Mailing Address

Phone number

(469) 831-4261

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 3,200,000

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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Jetmir Ahmeti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jetmir Ahmeti's CRS (Customer Relationship Summary).

Certified licenses

Experience

AHMETI WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/18/2009

SIE

Date: 5/11/2015

Series 7

Date: 9/18/2008

Current Firm

AHMETI WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AHMETI WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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