Best Investors Account Sign in
Inactive

Jamil Moussa Abdullah

Falcon Wealth Planning, Inc.

Ontario, CA

Claim This Profile
Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-20
TX RA APPROVED 2022-09-12
  • CA RA
    APPROVED
    Since 2025-10-20
  • TX RA
    APPROVED
    Since 2022-09-12

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • 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
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Edelman Financial Services Woodland Hills CA 08/2015 03/2019
Falcon Wealth Planning Ontario CA 03/2019 05/2021
Vance Wealth Management Santa Clarita CA 05/2021 07/2022
Falcon Wealth Planning Ontario CA 09/2022 Present
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 08/2015 → 03/2019
    Edelman Financial Services
    Woodland Hills, CA
  • 03/2019 → 05/2021
    Falcon Wealth Planning
    Ontario, CA
  • 05/2021 → 07/2022
    Vance Wealth Management
    Santa Clarita, CA
  • 09/2022 → Present
    Falcon Wealth Planning
    Ontario, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-08-20
  • S63 Uniform Securities Agent State Law Examination
    2012-08-20
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRINITY FINANCIAL PARTNERS
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
NEWEDGE ADVISORS
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
BAYNES FINANCIAL LLC

Other Investors

ALLEN E BLOCK
Chris W Cooper
Falguni M Patel
DARRIN DUVAL
Illya De Jesus Williams
Jose Antonio Torres
Aaron Blackfelner
Craig THOMAS Wong

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA
WELLS FARGO CLEARING SERVICES, LLC · ONTARIO, CA
NEWEDGE ADVISORS · Ontario, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
U.S. BANCORP ADVISORS, LLC · Rancho Cucamonga, CA
LPL FINANCIAL LLC · ONTARIO, CA

More in Ontario, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor