NEIL JESANI WEALTH MANAGEMENT
Firm details
- Headquarters
- SUNRISE, Florida
- CRD number
- 322345
- Registered since
- January 10, 2025
- Website
- www.neiljesaniwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.4%
- Corporations / Businesses9.95%
- Charitable Organizations6.32%
- Insurance Companies3.43%
- Pension & Profit Sharing Plans1.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Neil Jesani Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and bills on a percentage-of-assets-under-management basis with the option for hourly charges for certain services. Its advisory services emphasize comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. The firm is not an active ESG investor and does not operate as a multi-state adviser; it appears SEC-registered as of 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Other38%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1NURDIN JESANI
President, CEOCRD 4457536
Contacts
3 of 6TRAVIS BENOIT
Director of InvestmentsCRD 4207890
JAMES DEBEVEC
Senior Financial AdvisorCRD 7911666
BRANDON JUDAS
Associate, Financial AdvisorCRD 6477756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUNRISE, FL
BROWARD
Location
SUNRISE, FL
Headquartered in SUNRISE, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 1301 International Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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