Jamahl Mahmood
Jamahl Mahmood is a CFP, ChFC-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Verona, NJ, with 24 years of industry experience. Jamahl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
155 Pompton Avenue, Suite 108, Verona, NJ, 07044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamahl is an Investment Advisor Representative with Main Street Financial Solutions since 2017, dedicating nearly full-time hours. He is also an insurance agent since 1998, spending about a quarter of his time brokering insurance products, providing advice, and customer service.
Employment History
Current Registrations
Main Street Financial Solutions, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Main Street Financial Solutions, LLC
Access Wealth Planning, LLC
Royal Alliance Associates, INC.Broker
Noah's Ark Financial Planning, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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