JK
Jamal Khatib
HOOPOE ADVISORS
Boston, MA 02118
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CRD#: 6967597
JK
Professional summary
Jamal Khatib is a registered financial advisor currently at HOOPOE ADVISORS located in Boston, Massachusetts and HOOPOE CAPITAL MARKETS, LLC located in Boston, Massachusetts.
Jamal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jamal has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
Rental Property; Investment related: Yes; 99 Plough Crossing Rd, Salem, NH, 03079; 09/17/2021; I bought an apartment and rented it.; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5;
CRS (Client Relationship Summary) - RIA
Click below to view Jamal Khatib'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®
NoneExperience
Current
September 11, 2020 - Present
HOOPOE ADVISORS
Office #1: 603 Massachusetts Avenue Suite 200, Boston, MA 02118RIA
CRD#: 282573
Boston, MA
Current
September 11, 2020 - Present
HOOPOE CAPITAL MARKETS, LLC
Office #1: 603 Massachusetts Avenue Suite 200, Boston, MA 02118Office #2: 603 Massachusetts Avenue Suite 200, Boston, MA 02118BD
CRD#: 294271
Boston, MA
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".
HA
HOOPOE ADVISORS
HOOPOE ADVISORS | STRENGTHENING FAMILIES AND COMMUNITIES, LLC | STRENGTHENING FAMILIES AND COMMUNITIES (SFC) | STRENGTHENING FAMILIES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES (SFC)
CRD#: 282573 / SEC#: 801-117778
RIA
Registered Investment Advisory firm - (12/12/2019 Approved)Massachusetts
Registered Investment Advisory firm - (1/20/2020 Terminated)New Jersey
Registered Investment Advisory firm - (1/31/2020 Terminated)New York
Registered Investment Advisory firm - (1/20/2020 Terminated)Texas
Registered Investment Advisory firm - (1/20/2020 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/22/2020)
IAR
Massachusetts(9/11/2020)
RR
Massachusetts(12/2/2020)
RR
New Jersey(1/21/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/11/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HA
HOOPOE ADVISORS
HOOPOE ADVISORS | STRENGTHENING FAMILIES AND COMMUNITIES, LLC | STRENGTHENING FAMILIES AND COMMUNITIES (SFC) | STRENGTHENING FAMILIES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES (SFC)
CRD#: 282573 / SEC#: 801-117778
RIA
Registered Investment Advisory firm - (12/12/2019 Approved)Massachusetts
Registered Investment Advisory firm - (1/20/2020 Terminated)New Jersey
Registered Investment Advisory firm - (1/31/2020 Terminated)New York
Registered Investment Advisory firm - (1/20/2020 Terminated)Texas
Registered Investment Advisory firm - (1/20/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
603 Massachusetts Avenue Suite 200, Boston, MA 02118
Mailing Address
Phone number
(617) 708-0639
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 553 |
| AUM (Assets Under Management) | $ 543,554,485 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HOOPOE ADVISORS
CRD#: 282573Boston, MA 02118TRUST BUT VERIFY
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