Jamahl Lodewyk Mahmood
Investment Adviser Representative at MAIN Street Financial Solutions, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jamahl Lodewyk Mahmood is an investment adviser representative with MAIN Street Financial Solutions, LLC in Verona, NJ, where they have been registered since 2020. They have worked in the securities industry since 2001 and have been registered with 4 firms, including Access Wealth Planning, LLC and Noah's ARK Financial Planning, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and Texas.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
- Broker:
23 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Access Wealth Planning, LLCJun 2010 – May 2017Roseland, NJ
- Purshe Kaplan Sterling InvestmentsMay 2015 – no end date reportedAlbany, NY
- MAIN Street Financial Solutions, LLCMay 2017 – no end date reportedVerona, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MAIN Street Financial Solutions, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management and financial planning, including goal setting, budgeting, retirement account review, savings planning, and guidance on major financial decisions such as home purchases.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Newtown, PA
- SEC file number:
- 801-117871
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 10, 2026
View full firm profileOther advisors at MAIN Street Financial Solutions, LLC
Showing 12 of 41 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamahl Lodewyk Mahmood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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