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Jamall Little

Advisor at OpenArc Corporate Advisory, LLC

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OpenArc Corporate Advisory, LLC logo

Firm

OpenArc Corporate Advisory, LLC

Location

Atlanta, GA 30326

Credentials

Series 63, Series 65

Industry experience

9 years

About

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business called The Little Family Vending Company. OpenArc Corporate Advisory provides investment management and retirement-plan services to pooled and institutional clients while offering wealth management, financial planning, and consulting to individual investors. The firm serves both ERISA and non-ERISA retirement plans and manages portfolios across public and private securities, combining in-house asset allocation with a broad range of strategies and third-party manager oversight.

Client services

Based on OpenArc Corporate Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on OpenArc Corporate Advisory, LLC

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy

Occupation focus

Based on OpenArc Corporate Advisory, LLC

Founder/Business Owner Executive

Fee options

Fixed

Flat fees range from $1,500 to $10,000 for financial planning and consulting services

Percentage

Up to 1.75% annually (maximum, negotiable)

Project-based

Up to $350 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees up to $350 per hour; flat fees range from $1,500 to $10,000 for financial planning and consulting services

Location

3550 Peachtree Road Ne, Floor 7

Atlanta, GA 30326

Most active in

Georgia

Work history

OpenArc Corporate Advisory, LLC

2025 - Present (1 year)

Merrill

2021 - 2025 (4 years)

Equitable Advisors LLC

2021 - 2021 (1 year)

Fidelity Brokerage Services LLC

2016 - 2021 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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