JK
JK

Jamal Khatib

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
565 clients
Average Client Portfolio
$962K average
Assets Under Management
$543.6M

Fee Structure

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Location

603 Massachusetts Avenue, Suite 200, Boston, MA, 02118

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jamal owns and rents out an apartment since 2021. This investment-related activity requires minimal time and accounts for 5% of his yearly compensation.

Employment History
Current Registrations
Hoopoe Capital Markets, LLCBroker
September 2020 - Present · 5 yrs 5 mos
Hoopoe Advisors
September 2020 - Present · 5 yrs 5 mos
State Registrations3 states
CAMANJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.