Jamahl Lodewyk Mahmood
Investment adviser representative at Main Street Financial Solutions, LLC
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Main Street Financial Solutions, LLCMay 2017 to now
- Purshe Kaplan Sterling InvestmentsMay 2015 to now
- Access Wealth Planning, LLCJun 2010 to May 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Main Street Financial Solutions, LLC
$2.5BAssets managed
2,111Clients
41Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3048473
- Firm CRD
- 305834