Matthew Thomas Boswell

Employer firm

Neil Jesani Wealth Management CRD 322345

$194M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 09/2014 → 06/2020
  Tradeking
  Fort Lauderdale, FL
• 09/2014 → 06/2020
  Adp Totalsource
  Fort Lauderdale, FL
• 04/2023 → 04/2024
  Northern Trust Securities, Inc.
  Fort Lauderdale, FL
• 04/2023 → 04/2024
  Northern Trust Bank
  Fort Lauderdale, FL
• 06/2020 → 04/2023
  Unemployed
  Fort Lauderdale, FL
• 04/2025 → 08/2026
  Ameriprise Financial Services, Llc
  Ft Lauderdale, FL
• 01/2025 → 02/2025
  Teleperformance
  North Lauderdale, FL
• 04/2024 → 01/2025
  Unemployed
  Fort Lauderdale, FL
• 08/2026 → Present
  Neil Jesani Wealth Management
  Sunrise, FL

Previous Registrations

• 2025-04-18 → 2026-08-06
  Ameriprise Financial Services, Llc
  Fort Lauderdale, FL
  Ft Lauderdale, FL
• 2023-06-13 → 2024-05-08
  Northern Trust Securities, Inc.
  Ft. Lauderdale, FL
• 2014-02-24 → 2014-06-13
  J.P. Morgan Securities Llc
  New York, NY
• 2012-10-10 → 2013-10-03
  Ameriprise Financial Services, Llc
  Aventura, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-06-07
• S65 Uniform Investment Adviser Law Examination
  2012-10-05
• S63 Uniform Securities Agent State Law Examination
  2006-08-25

Other Names

• Matthew T Boswell
• Matt Boswell
• Matthew Thomas Boswell
• Matthew Boswell