Neil Jubaili
Investment adviser representative at Cedar Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$417.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cwm Accountancy LLPSep 2014 to now
- Cedar Wealth Management, LLCOct 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cedar Wealth Management
Legal name: Cedar Wealth Management, LLC
$417.2MAssets managed
72Clients
3Advisers
10 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
- 4529109
- Firm CRD
- 167149