Jamal Threlkeld, CPFA

Jamal's tenure in Wealth Management began in the Spring of 2013. Over the years, he has been very involved in his practice; speaking at numerous engagements both locally and nationally. With over 15 years in Finance and nearly 10 years in planning, his practice has expanded from solely Memphis-based to a multi-state practice centered in Memphis, Tennessee that continues to assist many clients with their holistic financial goals across the globe. He is a proud Alumni of Christian Brothers University, in Memphis, TN where he obtained his Bachelors in Business Administration with Finance Concentration.

 Through his work in the community, Jamal sat as Vice-Chair for the New Memphis Institute’s Embark Alumni Board and VP of Professional Events of the Epsilon Psi Chapter of Delta Sigma Pi Professional Business Fraternity. Currently, Jamal is Co-Advisor for the Omicron Epsilon Chapter of Kappa Alpha Psi Fraternity, Inc. and sits as the treasurer of the Collegiate Life Investment Foundation which is a non-profit designed to raise awareness of the dangers of distracted driving. Jamal also serves as the Chief Financial Officer of Sauveteur Exchange, Inc. a nonprofit organization dedicated to promoting cultural exchange and understanding between people from different backgrounds and countries.

 Over the years, Jamal has had the honor of speaking to a number of graduate programs and medical groups throughout the states which include:

• Cecil C. Humphreys School of Law
• Meharry Medical College
• Morehouse Graduate School of Medicine
• The University of Arkansas for Medical Sciences
• The University of Mississippi Medical College
• The University of Tennessee Health Science Center
• Vanderbilt Law School
• National Medical Association
• Beyond the Exam Room
• The Black Otolaryngology Network
• Cedars Sinai
• Diva Docs - Boston
• Mile High Medical Society

Jamal is married to his lovely wife Essence with three daughters, Chloe, Olivia and Elliana, who couldn’t be more amazing!