JP
JP

Jamaul Pride

3 Years of Experience
Allen, TX
Broker

Jamaul Pride is a registered investment advisor at First Choice Financial Planning LLC, based in Allen, TX, with 3 years of industry experience. Jamaul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

First Choice Financial Planning offers ongoing financial planning services for a fixed fee between $1,500 and $15,000, paid bi-annually in advance. This includes biannual check-ins, an end-of-year meeting, and a new or updated financial plan annually.

First Choice Financial Planning offers financial plans for a fixed fee between $5,000 and $20,000. They also offer services on an hourly basis at $350 per hour.

Annual Retainer:$1,500 - $15,000/year
One-Time Plan:$5,000 - $20,000
Hourly Rate:$350/hr
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Location

333 East Bethany Drive, Suite 1120, Allen, TX, 75002

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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

Jamaul is the Chief Operating Officer of Dawson Private Wealth and First Choice Financial Planning, spending about half his time on each. He also owns Five Hearts Hot Sauce, LLC, dedicating minimal time to production, packaging, distribution, marketing, and sales.

Employment History
Current Registrations
First Choice Financial Planning LLC
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs
State Registrations26 states
ARCACOCTFLGAILINLAMAMDMIMOMTNCNVNYOHOKPASCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.