Jamil Abdullah, CFA®, CFP®
As a Chartered Financial Analyst™, Jamil Abdullah brings in-depth training in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit to an already robust team of financial planners.
After earning his Bachelor of Arts from University of California, Santa Barbara, Jamil doubled down on his financial education, by sitting for two of the most difficult exams in the industry. In 2018, he completed his Chartered Financial Analyst™ designation, and in 2020, he also became a Certified Financial Planner™. While studying for his exams, Jamil worked as a banker for U.S. Bank and JPMorgan Chase & Co., until he eventually transitioned into wealth management as a Client Services Associate and, later, a Portfolio Manager. When he heard Vance Wealth was hiring, Jamil reached out to an old friend from high school: Jerrod Ferguson. Quickly, Jamil proved to make an excellent fit for the role and company culture.
As Portfolio Manager at Vance Wealth, Jamil heads up the Investment Committee and is exclusively focused on analyzing and managing the success of the firm’s investment portfolio – a task that was previously shared by the Wealth Advisors. Jamil, however, is uniquely qualified in the quantitative side of investing because of his CFA®, which is widely acknowledged as the gold standard in his profession. With Jamil on board the Vance Wealth team, the Wealth Advisors are free to focus on what’s most important: the client.
Outside of the office, Jamil also focuses on what’s most important: his wife, Ivana, and their terrier poodle, Melo. Together, they like to travel to new places and try new things – foods, especially and staying active.