Nurdin Hasambhai Jesani

Employer firm

Neil Jesani Wealth Management CRD 322345

$194M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  Beamalife Corporation
  Freehold, NJ
• 11/2019 → Present
  Neil Jesani Advisors, Inc.
  Sunrise, FL
• 06/2022 → Present
  Neil Jesani Wealth Management, Llc
  Sunrise, FL

Other Businesses

1) NEIL JESANI ADVISORS, INC.; NON-INVESTMENT RELATED; 1300 SAWGRASS CORPORATE PARKWAY, SUITE 130, SUNRISE, FL 33323; TAX, ACCOUNTING, AND NON-INVESTMENT RELATED FINANCIAL ADVISORY SERVICES TO INDIVIDUALS AND BUSINESSES; OWNER AND CEO; 11/2019; APPROX. 150 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; OWNER AND CHIEF EXECUTIVE OFFICER RESPONSIBLE FOR OVERSEEING ALL ASPECTS OF THE COMPANY'S BUSINESS. 2) BEAMALIFE CORPORATION; INVESTMENT RELATED; 4409 ROUTE 9 SOUTH, SUITE 1000, FREEHOLD, NJ 07728; INSURANCE AGENCY; OWNER AND CEO; 01/2011; 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NO ACTIVITIES OTHER THAN ACTING AS OFFICER IN TYPICAL CORPORATE CAPACITIES. 3) NURDIN H. JESANI; INVESTMENT RELATED; 1300 SAWGRASS CORP. PKWY., SUITE 130, SUNRISE, FL 33323; INSURANCE PRODUCTION ACTIVITIES; INSURANCE PRODUCER; 05.2013; 0 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-02

Designations

• Certified Financial Planner

Other Names

• Neil Jesani
• Neil Hasambhai Jesani
• Nurdin H Jesani
• Neil H Jesani
• Nurdin Jesani