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 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 4 more. Their firm serves 2,395 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.
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 Registrations23 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.