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Neil Jubaili

Cedar Wealth Management

La Jolla, CA

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Current Employers
Cedar Wealth Management

La Jolla, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2013-10-02
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2013-10-02

Branch Locations

La Jolla, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cedar Wealth Management, Llc La Jolla CA 01/2014 Present
Cwm Accountancy Llp La Jolla CA 09/2014 Present
  • 01/2014 → Present
    Cedar Wealth Management, Llc
    La Jolla, CA
  • 09/2014 → Present
    Cwm Accountancy Llp
    La Jolla, CA
Previous Registrations
  • 2001-07-10 → 2006-04-17
    Deloitte Investment Advisors Llc
    San Francisco, CA
Other Businesses

MR. JUBAILI IS A CPA AND OWNER OF CWM ACCOUNTANCY LLP, CERTIFIED PUBLIC ACCOUNTANTS. 9/2014 - PRESENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-26
S63 Uniform Securities Agent State Law Examination 2001-03-20
  • S65 Uniform Investment Adviser Law Examination
    2001-06-26
  • S63 Uniform Securities Agent State Law Examination
    2001-03-20
Designations

View on SEC IAPD

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