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Jamil Moussa Abdullah

Falcon Wealth Planning, Inc.

Ontario, CA

CRD 6101534

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Employer firm

Falcon Wealth Planning, Inc. CRD 174092

$1.96B regulatory AUM

Reported services (Item 5G)

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

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

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
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRINITY FINANCIAL PARTNERS
OSAIC WEALTH, INC.

Nearby Investors

ALLEN E BLOCK
Chris W Cooper
Falguni M Patel

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA

More in Ontario, CA

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