Nurdin Hasambhai Jesani
Investment adviser representative at Neil Jesani Wealth Management
15 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$194.2MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Neil Jesani Wealth Management, LLCJun 2022 to now
- Neil Jesani Advisors, Inc.Nov 2019 to now
- Beamalife CorporationJan 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, GA, IL, NJ, TX).
Neil Jesani Wealth Management
Legal name: Neil Jesani Wealth Management, LLC
$194.2MAssets managed
95Clients
6Advisers
1 yearIn 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
- 4457536
- Firm CRD
- 322345