Jamil Moussa Abdullah
Investment adviser representative at Falcon Wealth Planning, LLC
11 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$2BFirm 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 feeOther
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.
- Falcon Wealth Planning, LLCSep 2022 to now
- Vance Wealth ManagementMay 2021 to Jul 2022
- Falcon Wealth Planning, LLCMar 2019 to May 2021
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial ServicesAug 2015 to Mar 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Falcon Wealth Planning, LLC
$2BAssets managed
1,611Clients
23Advisers
8 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
- 6101534
- Firm CRD
- 174092