Jamaal Wilkes Financial Advisors, LLC
Successful in their chosen businesses and/or careers, many people 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. Jamaal Wilkes Financial
Advisors' broad array of client-focused solutions offers individuals and families the tools to help
minimize “financial fragmentation” and meet their needs.
Investment Planning and Management
JWFA offers a common sense approach to investment planning and management, “the Science of
Investing”, rooted in academic research and scientific discipline to privately-held companies, non-
profits, affluent professionals, athletes/entertainers, pre-retirees and others. Please click here to
review our Basic Investment Strategy.
Our Advanced, or “Core – Satellite” Investment Strategy is for those clients, non-profits, high net
worth individuals and institutions, attempting to enhance overall portfolio performance while
controlling costs and risks. Please click here to review our Advanced “Core-Satellite” Investment
Strategy.
Asset Allocation
Broad Indexed Funds
Fixed Income
Core / Satellite Investment Strategies
Exchange-Traded Funds
Alternative Investments
“Equity Harvesting” for Retirement
We advise our clients on how to “harvest” equity in their homes, often an unused asset, by
refinancing with the appropriate mortgage program to lower their monthly payments and invest the
savings in a tax favored environment to supplement retirement planning and/or to maximize their
retirement options. Please click here to review our Equity Harvesting Strategy.
Distribution of IRA and/or Qualified Plans
We advise our clients on IRA and/or qualified plan distribution to maximize benefits, minimize taxes,
and integrate distribution with estate planning.
Click Here for more on Personal Solutions...
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.
with keeping abreast of volatile financial markets, changing tax laws, fluctuating interest rates, a
complex variety of financial products/services and other developments. Jamaal Wilkes Financial
Advisors' broad array of client-focused solutions offers individuals and families the tools to help
minimize “financial fragmentation” and meet their needs.
Investment Planning and Management
JWFA offers a common sense approach to investment planning and management, “the Science of
Investing”, rooted in academic research and scientific discipline to privately-held companies, non-
profits, affluent professionals, athletes/entertainers, pre-retirees and others. Please click here to
review our Basic Investment Strategy.
Our Advanced, or “Core – Satellite” Investment Strategy is for those clients, non-profits, high net
worth individuals and institutions, attempting to enhance overall portfolio performance while
controlling costs and risks. Please click here to review our Advanced “Core-Satellite” Investment
Strategy.
Asset Allocation
Broad Indexed Funds
Fixed Income
Core / Satellite Investment Strategies
Exchange-Traded Funds
Alternative Investments
“Equity Harvesting” for Retirement
We advise our clients on how to “harvest” equity in their homes, often an unused asset, by
refinancing with the appropriate mortgage program to lower their monthly payments and invest the
savings in a tax favored environment to supplement retirement planning and/or to maximize their
retirement options. Please click here to review our Equity Harvesting Strategy.
Distribution of IRA and/or Qualified Plans
We advise our clients on IRA and/or qualified plan distribution to maximize benefits, minimize taxes,
and integrate distribution with estate planning.
Click Here for more on Personal Solutions...
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.
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