Neil Jesani Wealth Management

Siddharth Sinha is a CFA® charterholder and holds a Series 63 license. He is currently with Neil Jesani Wealth Management in Minneapolis, MN, where he has worked since 2025. Prior to this, he spent ten years at Thrivent Asset Management. Neil Jesani Wealth Management manages approximately $125.9 million across 59 client relationships, offering discretionary portfolio management, comprehensive financial planning, and investment consulting services. The firm serves individuals, trusts, estates, charitable organizations, and business entities, applying a tactical allocation process that integrates fundamental, technical, and cyclical analysis alongside alternative asset classes to align with client risk profiles.

Brandon Judas is a financial advisor at Neil Jesani Wealth Management with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Singer Wealth Advisors and Ameritas Life Insurance Corp. Judas is currently part of a four-advisor team based in Sunrise, FL. Neil Jesani Wealth Management manages approximately $125.9 million across 59 client relationships, offering discretionary portfolio management, comprehensive financial planning, and investment consulting services. The firm serves a diverse client base including individuals, trusts, estates, and business entities, and employs a tactical allocation process that incorporates fundamental, technical, and cyclical analysis alongside alternative asset classes.

James Debevec is a CFA® charterholder with over 20 years of industry experience, currently serving as a financial advisor at Neil Jesani Wealth Management. His prior experience includes roles at 14 West and Absolute Value Capital Management. He is also involved in a tax and accounting business affiliated with Neil Jesani Advisors Inc. Neil Jesani Wealth Management manages approximately $126 million across a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and investment consulting services. The firm employs a tactical allocation process that integrates fundamental, technical, and cyclical analysis, and it is notable for its affiliation with an accounting and tax practice as well as its specialized services related to life-insurance-collateral accounts.

Andrew Constantinides is a financial advisor with Neil Jesani Wealth Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Singer Wealth Advisors LLC, WestPark Capital, Inc., I-Bankers Securities, Inc., Bank of America, Merrill Lynch & Co., and Dawson James Securities, Inc. He is also an independent insurance producer for various insurance companies. Neil Jesani Wealth Management manages approximately $125.9 million across 59 client relationships, offering discretionary portfolio management, comprehensive financial planning, and investment consulting services. The firm serves individuals, trusts, estates, charitable organizations, and business entities, employing a tactical allocation process under a 3-Dimension Universal Asset Allocation framework that integrates fundamental, technical, and cyclical analysis.

Nurdin Jesani is a CFP® and Series 63 licensed advisor with three years of industry experience. He is currently with Neil Jesani Wealth Management, LLC, where he has worked since 2022. Jesani is also the owner and CEO of Neil Jesani Advisors, Inc., which provides tax, accounting, and non-investment financial advisory services to individuals and businesses. Neil Jesani Wealth Management, LLC manages approximately $125.9 million across 59 client relationships, offering discretionary portfolio management, comprehensive financial planning, and investment consulting services. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, employing a tactical allocation process that integrates fundamental, technical, and cyclical analysis along with alternative asset classes to align portfolios with client risk profiles.