Jay Zamir Khan
Helping Business Owners, Families & Entrepreneurs Build, Protect & Transfer Wealth Across Generations
- Role
- Wealth Advisor at Wilmington Trust
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jay Zamir Khan
With a decade of combined experience as a financial advisor and tax practitioner, I specialize in providing comprehensive financial and tax planning services. My background includes a legal master\'s degree in taxation, which equips me with a deep understanding of complex tax laws and regulations.I have a proven track record of working with professional athletes, offering tailored tax strategies to help them navigate the unique financial challenges they face. In the Name, Image, and Likeness (NIL) space, I assist athletes in maximizing their financial potential while ensuring compliance with all relevant laws. My goal is to empower clients with the knowledge and strategies they need to achieve their financial goals.Let\'s connect to discuss how I can help you achieve your financial goals and navigate the complexities of tax planning.
Experience
Wealth Advisor
Jan 2026 — Present · Orange County, CA, US
Education
California State University, Fullerton
Bachelor of Business Administration (B.B.A.), Accounting and Finance
2013 — 2015
Loyola Law School, Los Angeles
Master of Laws - LLM, Taxation
2020 — 2021
Loyola Law School, Los Angeles
Doctor of Law - JD, Banking, Corporate, Finance, and Securities Law
2019 — 2021
Santa Ana College
Associate of Arts (AA), Business Administration and Management, General
2010 — 2012
Skills
- Investments
- Sales
- Strategy
- Equity Research
- Microsoft Excel
- Accounting
- Addepar
- Research
- Data Analysis
- Private Equity
- Redblack
- Financial Analysis
- Qualitative Research
- Management
- Social Networking
- Portfolio Management
- Leadership
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