Ziad Juma Hassan-Mohammed

Employer firm

Sharp Financial CRD 289325

$502M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2015 → 10/2019
  Raymond James Financial Services, Inc.
  St. Petertsburg, FL
• 10/2019 → 06/2025
  Capfinancial Securities, Llc
  Tampa, FL
• 06/2025 → Present
  J. Alden Associates, Inc.
  Wayne, PA
• 06/2025 → Present
  Sharp Wealth Advisory, Llc
  St. Petersburg, FL

Other Businesses

1) Zaid Hassan-Mohammed is dually registered as an investment advisor representative with Sharp Wealth Advisory, LLC ("Sharp Financial") and as a registered representative with J. Alden Associates, Inc. ("J. Alden"). Business is conducted from 360 Central Avenue, Suite 800, St. Petersburg, FL 33701. Approximately 90% of Mr. Hassan-Mohammed's time is dedicated to activities as an investment advisor representative with Sharp Financial, with the balance as a registered representative with J. Alden.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-24
• S63 Uniform Securities Agent State Law Examination
  2014-02-03

Other Names

• Ziad Juma Hassan-Mohammed
• Ziad Juma Hassan