Yousef Jamal Abuhakmeh

Employer firm

I3 Investment Partners, LLC CRD 307104

$66.6M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 02/2014 → 10/2017
  Citigroup
  Costa Mesa, CA
• 10/2017 → 11/2019
  National Securities Corp
  Newport Beach, CA
• 10/2017 → 11/2019
  National Asset Management
  Newport Beach, CA
• 12/2019 → Present
  I3 Investment Partners, Llc
  Carson City, NV

Previous Registrations

• 2022-02-08 → 2024-04-04
  I3 Investment Partners, Llc
  Carson City, NV
• 2017-10-10 → 2019-11-25
  B. Riley Wealth Advisors, Inc.
  Newport Beach, CA
• 2014-08-25 → 2017-11-03
  Citigroup Global Markets Inc.
  Costa Mesa, CA
  Fountain Valley, CA
  San Antonio, TX
  Costa Mesa, CA
  Costa Mesa, CA
  Costa Mesa, CA
  San Juan Capistrano, CA
  Costa Mesa, CA
  Mission Viejo, CA
  Fresno, CA

Other Businesses

1)Name of Business: Nexus Petroleum Group Location: Newport Beach, CA; Investment Related: Yes; Nature of Business: Oil and Gas Exploration; Position: CIO; Held Start Date: 01/2026; # Hours Spent/ Month:100 # Hours Spent/month During Trading Hours: 40 Brief Description of Duties: Managing the Deal flow and pro formas

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-23
• S63 Uniform Securities Agent State Law Examination
  2011-09-28