Jamil M. Abdullah
FALCON WEALTH PLANNING | Financial Planner at Falcon Wealth Planning
ONTARIO, CA 91764
CRD#: 6101534
Professional summary
Jamil Moussa Abdullah, CFP® is a registered financial advisor currently at FALCON WEALTH PLANNING, INC. located in Ontario, California.
Jamil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jamil has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Biography
Jamil has been with Falcon Wealth Planning since 2019 and is impressed with how quickly it has grown. Initially, he served as Falcon's Portfolio Manager, overseeing investments and trading, before transitioning to the position of Financial Planner. His office is located in Ontario, California, but he also assists clients in Los Angeles County.
He is excited to use his personal and professional experiences to assist our clients in navigating through their unique financial journeys and become their "financial partner". In his spare time, he enjoys listening to podcasts and reading books about finance and investments.
Jamil enjoys spending time with his wife, Ivana, and their rescue dog, Melo, outside of work. Ivana graduated from Western University of Health Sciences and now practices general dentistry in Santa Clarita, where she loves to serve her patients. As for Melo, he is a very spoiled dog, but deservedly so!
Jamil is an active member of his church and a devoted family member. He and his family enjoy traveling to new places and trying new foods. Jamil and Ivana are expecting their first child in September 2023 and are excited to not only meet him but also to set up his 529 plan for him because “you’re never too young to start planning for your financial future.”
Professional Designations & Licenses:
- Certified Financial Planner™ Professional (CFP®)
- Chartered Financial Analyst® (CFA)
About Falcon Wealth Planning:
Falcon Wealth Planning, Inc. is a Registered Investment Advisor offering an innovative business model for financial planning; a model that places the client first by design and eliminates the conflicts of interest inherent in traditional models.
Every aspect of Falcon Wealth Planning is aligned with the client’s interests. The hybrid, retainer-based business model overcomes one of the major criticisms of the financial planning industry: a conflict of interest between the client’s needs and the advisor’s compensation. Falcon Wealth advisors are salaried employees who are never compensated by the sale of financial products or asset management fees, allowing them to focus on providing the best planning advice for their clients.
Question & Answer
What are your service offerings?
Financial Planning
Investment Management
Tax Planning
Tax Preparation
Retirement Planning
Estate Planning
Business Planning
Do you have an area of expertise or specialization?
Blended Families
Budgeting
Cash Flow Analysis
Customized Portfolios
Divorce Planning
Emergency Funds Management
Estate Planning
Executive Compensation (ISO, R...
FIRE (Financial Independence R...
High Net Worth Planning
Investment Management
Philanthropic and Non-Profit
Real Estate (LLP, REIT's, Priv...
Retirement Planning
Risk Management and Insurance ...
Small Business Planning
Tax Planning and Preparation
What is your minimum asset requirement?
250K
How do you get paid?
Fee-only
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jamil Moussa Abdullah'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: 2020
Experience
Current
September 12, 2022 - Present
FALCON WEALTH PLANNING, INC.
Office #1: 3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764RIA
CRD#: 174092
ONTARIO, CA
Past
May 28, 2021 - July 27, 2022
VANCE WEALTH
RIA
CRD#: 310162
SANTA CLARITA, CA
Past
April 22, 2016 - October 31, 2018
RETIREONE INVESTMENT SERVICES, LLC
BD
CRD#: 269923
WOODLAND HILLS, CA
Past
August 19, 2015 - April 22, 2016
SANDERS MORRIS LLC
BD
CRD#: 20580
WOODLAND HILLS, CA
Past
October 1, 2012 - August 12, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CANYON COUNTRY, CA
Past
August 13, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CANYON COUNTRY, 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".
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
CRD#: 174092 / SEC#: 801-112659
RIA
Registered Investment Advisory firm - (3/19/2018 Approved)California
Registered Investment Advisory firm - (5/5/2018 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(9/12/2022)
IAR
Texas(9/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
CRD#: 174092 / SEC#: 801-112659
RIA
Registered Investment Advisory firm - (3/19/2018 Approved)California
Registered Investment Advisory firm - (5/5/2018 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764
Mailing Address
Phone number
(855) 963-2526
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,575 |
| AUM (Assets Under Management) | $ 1,159,538,045 |
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.
Company Information
FALCON WEALTH PLANNING, INC.
Financial Planner at Falcon Wealth PlanningCRD#: 174092Ontario, CA 91764TRUST BUT VERIFY
Monitor Jamil Abdullah
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
