Jamaal Wilkes Financial Advisors, LLC
Jamaal Wilkes is the nationally recognized founder and president of Jamaal Wilkes
Financial Advisors (JWFA). Upon retirement from the National Basketball Association in
1985, Mr. Wilkes had a seven year career as a mortgage and real state consultant. Mr.
Wilkes obtained his securities licenses (series 7, 63 & 65) and life insurance license and
became a registered rep with AXA Advisors in 1999. JWFA was formed in 2003 upon Mr.
Wilkes’ realization that many people experience “financial fragmentation”. Successful in their
chosen businesses and/or careers, they are usually overwhelmed with keeping abreast of
volatile financial markets, changing tax laws, fluctuating interest rates, a complex variety of
financial products/services and other developments. They accumulate assets due to the
conventional wisdom, a hot tip, and/or to help a friend with no comprehensive planning.
Moreover, many financial advisors are more product-driven rather than solution-driven. As
a result, most people own a portfolio of scattered and unrelated assets, investments,
products and services at odds with one another. In short, JWFA help clients minimize
financial fragmentation and solve the client’s most pressing financial challenges. In addition
to investment and retirement planning, Mr. Wilkes adds value due to his tremendous wealth
of experiences in sports, business and life in general. Mr. Wilkes obtained his BA degree
from UCLA in 1974, and also completed advance studies in general business at UCLA in
1988. Jamaal Wilkes has three children: Sabreen, a graduate of UCLA; Omar and Jordan,
both recent graduates of UC Berkeley. Along with being one of the co-authors behind the
book and audio course, “Success Under Fire: Lessons For Being Your Best In Crunch Time”,
Mr. Wilkes is a highly sought after motivational speaker for national organizations and
Fortune 500 corporations. Mr. Wilkes has also long been charitably active in the Southern
California community. Among other charities, Mr. Wilkes has hosted and sponsored for the
last 17 years the annual Jamaal Wilkes - UCLA UniCamp Charity Golf Tournament, which
sends nearly 1,000 children from low income-families to its residential outdoor camp every
summer.
JAMAAL WILKES FINANCIAL ADVISORS, LLC is a Registered Investment Advisor (RIA) with the
State of California and therefore, is not legally empowered to provide investment advisory
services to residents of any state other than California. This website shall in no way directly or
indirectly be construed as a solicitation to sell investment advisory services outside the state of
California. CA License 0B90669.
Financial Advisors (JWFA). Upon retirement from the National Basketball Association in
1985, Mr. Wilkes had a seven year career as a mortgage and real state consultant. Mr.
Wilkes obtained his securities licenses (series 7, 63 & 65) and life insurance license and
became a registered rep with AXA Advisors in 1999. JWFA was formed in 2003 upon Mr.
Wilkes’ realization that many people experience “financial fragmentation”. Successful in their
chosen businesses and/or careers, they are usually overwhelmed with keeping abreast of
volatile financial markets, changing tax laws, fluctuating interest rates, a complex variety of
financial products/services and other developments. They accumulate assets due to the
conventional wisdom, a hot tip, and/or to help a friend with no comprehensive planning.
Moreover, many financial advisors are more product-driven rather than solution-driven. As
a result, most people own a portfolio of scattered and unrelated assets, investments,
products and services at odds with one another. In short, JWFA help clients minimize
financial fragmentation and solve the client’s most pressing financial challenges. In addition
to investment and retirement planning, Mr. Wilkes adds value due to his tremendous wealth
of experiences in sports, business and life in general. Mr. Wilkes obtained his BA degree
from UCLA in 1974, and also completed advance studies in general business at UCLA in
1988. Jamaal Wilkes has three children: Sabreen, a graduate of UCLA; Omar and Jordan,
both recent graduates of UC Berkeley. Along with being one of the co-authors behind the
book and audio course, “Success Under Fire: Lessons For Being Your Best In Crunch Time”,
Mr. Wilkes is a highly sought after motivational speaker for national organizations and
Fortune 500 corporations. Mr. Wilkes has also long been charitably active in the Southern
California community. Among other charities, Mr. Wilkes has hosted and sponsored for the
last 17 years the annual Jamaal Wilkes - UCLA UniCamp Charity Golf Tournament, which
sends nearly 1,000 children from low income-families to its residential outdoor camp every
summer.
JAMAAL WILKES FINANCIAL ADVISORS, LLC is a Registered Investment Advisor (RIA) with the
State of California and therefore, is not legally empowered to provide investment advisory
services to residents of any state other than California. This website shall in no way directly or
indirectly be construed as a solicitation to sell investment advisory services outside the state of
California. CA License 0B90669.
| Managing Wealth Intelligently |
JAMAAL WILKES BIO
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