Jelani has been serving the financial needs of families, business owners and prospering professionals since he began his career in wealth management. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. Jelani is licensed with his Series 7, Series 66, Life Accident and Health Insurance and designated as a Wealth Management Specialist™.
Originally from Linwood, New Jersey, Jelani graduated from Stockton University. In 2022, Jelani was featured as a 30 Under 35 Top Young African American Leader of South Jersey by Front Runner New Jersey.* Before joining Raymond James in 2023, Jelani ran for a local office as the candidate for County Commissioner. Desiring to continue contributing to his community, Jelani decided to pursue his passion for wealth management, initiating his career with UBS Financial Services. Currently, Jelani serves as the Local-Chair for the Valor Veterans Inclusion Network of Raymond James and as Chairman of the New Jersey Delta Chapter of the Phi Delta Theta Chapter Advisory Board. Outside of the office, Jelani enjoys reading, running in Central Park and dedicating his time to philanthropic causes.
As a financial advisor and Wealth Management Specialist™, Jelani takes a comprehensive approach to addressing his clients’ financial needs. After getting to know his clients and to fully understand their investment objectives and tolerance for risk, Jelani works closely with them to develop a customized financial plan designed to meet their long-term financial objectives.
With the support of the experienced professionals at Raymond James, Jelani works diligently to help clients develop both their personal financial plan and a detailed investment strategy. Jelani’s planning-based approach is designed to help clients meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach their long-term financial goals.
* This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Front Runner New Jersey.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Raymond James is not affiliated with the above organizations.