Derrick Kyle Hobbs
Investment adviser representative at Neil Jesani Wealth Management
11 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
11 years in the industry.
- Neil Jesani Wealth ManagementAug 2026 to now
- Advanced Wealth ManagementJul 2024 to Aug 2026
- UnemployedMar 2024 to Jul 2024
- Prostatis Group LLCSep 2022 to Mar 2024
- Full-time EducationJul 2021 to Aug 2022
- Fidelity InvestmentsJun 2020 to Jun 2021
- UnemployedFeb 2020 to May 2020
- TIAASep 2015 to Jan 2020
- TIAA-CREF Individual & Institutional Services, LLCSep 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5386724
- Firm CRD
- 322345