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Jetmir Ahmeti
16 Years of Experience
Richardson, TX
4 DisclosuresSells Insurance
Jetmir Ahmeti is a registered investment advisor at Ahmeti Wealth Management, LLC, based in Richardson, TX, with 16 years of industry experience. Jetmir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 21 clients with $3.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$152K average
Assets Under Management
$3.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Richardson, TX
Get directionsHistory
Regulatory History (4)
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Regulatory
April 2017Final
Regulatory
June 2015Final
Employment Separation After Allegations
May 2015Criminal
March 2015Final Disposition
Other Business ActivitiesSells Insurance
Jetmir holds active Property & Casualty and real estate salesperson licenses in Texas, offering those services to clients and prospects.
Employment History
Current Registrations
Ahmeti Wealth Management, LLC
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Edward Jones
September 2009 - May 2015 · 5 yrs 8 mos
Edward JonesBroker
September 2009 - May 2015 · 5 yrs 8 mos
AXA Advisors, LLCBroker
September 2008 - January 2009 · 4 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.