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Jakhongir M
Series 66
Charlotte, NC
Dream Life Wealth Management LLC
Jakhongir Mirtalipov is a financial advisor at Dream Life Wealth Management LLC in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Edward Jones and Cetera. Dream Life Wealth Management LLC provides investment management and financial planning services to individuals and high-net-worth clients, offering estate planning assistance through a third-party platform and conducting educational seminars. The firm employs a combination of fundamental and technical analysis alongside passive and active management strategies, emphasizing long-term holdings aligned with modern portfolio theory.
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