FINANCIAL ADVISOR
CallSend Me a MessageJamil Ahmed
CFP®, CIMA®, CEPA®, CAP®, AAMS™, CRPC™, CRPS™
2907 Medlin Dr Suite 102, Arlington, TX 76015opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Intergenerational Planning
- Estate & Legacy Strategies
- Divorce Finances
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CIMA®
Certified Investment Management Analyst®CEPA®
Certified Exit Planning Advisor®CAP®
Chartered Advisor in Philanthropy®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Traveling
- Football
- Fishing
- Cooking
- Photography
Team Members
- Emily NguyenSr. Branch Office Administrator
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Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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