Neil Jubaili
Cedar Wealth Management · La Jolla, California
Neil Jubaili is a fee-only financial advisor at Cedar Wealth Management in La Jolla, California, who holds the CFP credential. Cedar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cedar Wealth Management |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $417.2M across 132 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4529109 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cedarwealthmgmt.com |
| Profile |
How Neil's firm compares
- Cedar Wealth Management's average account is about $3.2 million, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Neil
Is Neil Jubaili a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and Cedar Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, Cedar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Neil Jubaili based?
Neil Jubaili is based in La Jolla, California.
What credentials does Neil Jubaili hold?
Neil Jubaili holds the CFP credential.
Is Neil Jubaili registered with the SEC?
Yes. Neil Jubaili is registered as an investment adviser representative in CA and TX (CRD 4529109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Wealth Management manage?
Cedar Wealth Management reports $417.2M across 132 accounts in assets under management.
How do I contact Neil Jubaili?
Through Neil's website, www.cedarwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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