Matthew Thomas Boswell
Investment adviser representative at Neil Jesani Wealth Management
12 yearsExperience
2 statesRegistered in
$194.2MFirm assets
1 yearFirm in business
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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
12 years in the industry.
- Neil Jesani Wealth ManagementAug 2026 to now
- Ameriprise Financial Services, LLCApr 2025 to Aug 2026
- TeleperformanceJan 2025 to Feb 2025
- UnemployedApr 2024 to Jan 2025
- Northern Trust BankApr 2023 to Apr 2024
- Northern Trust Securities, Inc.Apr 2023 to Apr 2024
- UnemployedJun 2020 to Apr 2023
- Adp TotalsourceSep 2014 to Jun 2020
- TradekingSep 2014 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5192726
- Firm CRD
- 322345