Neil Jesani Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,351,499
Clients
74
Advisors
6
across 3 offices
About
Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations and business entities, providing fee‑based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm reports roughly $194 million in discretionary assets across about 74 client relationships and typically applies a $500,000 account minimum that it may waive in certain circumstances.
The firm employs a tactical asset‑allocation approach it calls the 3‑Dimension Universal Asset Allocation Strategy, which blends fundamental, technical and cyclical analysis and makes modest tactical shifts to adjust risk and opportunities. Portfolios may include exchange‑listed securities, bonds, mutual funds, ETFs, options, structured products and alternative strategies, and the adviser may use unaffiliated sub‑advisors, margin, or long/short extensions for specialized tax‑loss harvesting or leveraged exposures.
Noteworthy aspects disclosed in the brochure include an affiliation with an accounting and tax services firm owned by the principal and registered personnel who are also licensed insurance agents, relationships the firm acknowledges can create conflicts of interest. The firm also offers niche consulting for brokerage accounts established as collateral for life‑insurance products and, in some fixed‑income cases, directs research and execution to third‑party broker‑dealers that earn a spread—arrangements that are less common among peer team firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.80% $1,000,001 - $3,000,000: 1.70% $3,000,001 - $6,000,000: 1.60% $6,000,001 - $25,000,000: 1.50% Over $25,000,000+: 1.20%
$250 per hour for financial planning services
Account minimum: $500,000
Main office
See office1301 International Parkway, Suite 550
Sunrise FL 33323
Advisors at this office
4
Offices (3)
Most active in
California · Florida · Georgia · Illinois · Louisiana · Minnesota · New Jersey · New York · Texas
Also doing business as
Neil Jesani Wealth · Neil Jesani Wealth Management · Neil Jesani Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Siddharth S
CFA®, Series 63
Minneapolis, MN
Neil Jesani Wealth Management
Siddharth Sinha is a financial advisor at Neil Jesani Wealth Management with CFA® and Series 63 credentials. He has 11 years of industry experience, including ten years at Thrivent Asset Management and a sabbatical before joining his current firm. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that integrates fundamental, technical, and cyclical analysis to make modest tactical adjustments to risk and opportunities.
James D
CFA®
Sunrise, FL
Neil Jesani Wealth Management
James Debevec II is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Neil Jesani Wealth Management and Neil Jesani Advisors Inc. Prior to this, he worked for 14 West and Absolute Value Capital Management. Outside of investment advising, he is associated with a tax and accounting business under Neil Jesani Advisors Inc. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis to adjust risk and opportunity.
Andrew C
CFP®, Series 63, Series 66
Sunrise, FL
Neil Jesani Wealth Management
Andrew Constantinides is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Neil Jesani Wealth Management. His previous roles include positions at Singer Wealth Advisors LLC, WestPark Capital, Inc., I-Bankers Securities, Inc., Bank of America NA, and Merrill Lynch & Co. He also works as an independent insurance producer for various companies. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis.
Matthew B
Series 63, Series 65, Series 66
Sunrise, FL
Neil Jesani Wealth Management
Matthew Boswell is a financial advisor at Neil Jesani Wealth Management in Sunrise, FL, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His prior roles include positions at Ameriprise, Northern Trust Bank, J.P. Morgan Securities, and Tradeking. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation strategy that combines fundamental, technical, and cyclical analysis to make modest tactical adjustments across a diversified range of investment vehicles.
Nurdin J
CFP®, Series 63
Sunrise, FL
Neil Jesani Wealth Management
Nurdin Jesani is a CFP® professional with four years of industry experience, currently serving at Neil Jesani Wealth Management. He is also the owner and CEO of Neil Jesani Advisors, Inc., a firm providing tax, accounting, and non-investment related financial advisory services. Additionally, he holds executive roles related to insurance production. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis to manage risk and identify opportunities.
Derrick H
Series 66
Orlando, FL
Neil Jesani Wealth Management
Derrick Hobbs is a financial advisor at Neil Jesani Wealth Management in Orlando, FL, holding a Series 66 license and with 16 years of industry experience. His prior roles include positions at Advanced Wealth Management, Prostatis Group LLC, Fidelity Investments, and TIAA-CREF. He is also involved in insurance sales through Advanced Wealth Management. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, which incorporates fundamental, technical, and cyclical analysis to manage risk and capture opportunities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)