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JAMIEL FINANCIAL ADVISORS, LLC

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Company Details

Name: JAMIEL FINANCIAL ADVISORS, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 07 Jul 2003 (22 years ago)
Identification Number: 000133140
ZIP code: 02806
City: Barrington
County: Bristol County
Purpose: FINANCIAL SERVICES
Fictitious names: Income Associates (trading name, 2025-05-12 - )
Principal Address: Google Maps Logo 57 MAPLE AVE SUITE 4, BARRINGTON, RI, 02806, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Companies doing Investment advice

Agent

Name Role Address
KURT JAMIEL Agent 57 MAPLE AVE SUITE 4, BARRINGTON, RI, 02806, USA

Filings

Number Name File Date
202450373950 Annual Report 2024-04-08
202333142460 Annual Report 2023-04-17
202333141850 Statement of Change of Registered/Resident Agent 2023-04-17
202213190170 Annual Report 2022-03-21
202107019750 Annual Report 2021-12-13

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2025-01-16
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: GUARANTEED/INSURED LOANS ACTIVITIES TO BE PERFORMED: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE BUT CAN DEMONSTRATE AN ABILITY TO REPAY LOANS IF GRANTED, IN A TIMELY MANNER. THE SBA GUARANTEES 7(A) PROGRAM LOANS THROUGH VARIOUS LOAN PROCESSING METHODS INCLUDING: (1) STANDARD 7(A) LOANS; (2) 7(A) SMALL LOANS; (3) SBAEXPRESS LOANS; (4) CAPLINE LOANS; (5) THE QUALIFIED EMPLOYEE TRUSTS (ESOP); (6) EXPORT EXPRESS; (7)EXPORT WORKING CAPITAL PROGRAM (EWCP); (8) INTERNATIONAL TRADE, AND (9) PILOT (TEMPORARY) PROGRAMS. DELIVERABLES: LOAN GUARANTEES EXPECTED OUTCOMES: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES AND, IN CERTAIN CIRCUMSTANCES, TO QUALIFIED EMPLOYEE TRUSTS (ESOPS). INTENDED BENEFICIARIES: SMALL BUSINESSES SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
$0
Face Value Of Loan:
$-37,500
Total Face Value Of Loan:
$50,000
Business Type:
SMALL BUSINESS
Date:
2021-02-19
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$17,057.5
Total Face Value Of Loan:
$17,057.5
Business Type:
SMALL BUSINESS
Date:
2020-04-07
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$17,057
Total Face Value Of Loan:
$17,057

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$17,057
Date Approved:
2020-04-05
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$17,057
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
$17,169.16
Servicing Lender:
BankNewport
Use of Proceeds:
Payroll: $17,057
Jobs Reported:
2
Initial Approval Amount:
$17,057.5
Date Approved:
2021-02-19
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$17,057.5
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
$17,204.71
Servicing Lender:
BankNewport
Use of Proceeds:
Payroll: $17,055.5
Utilities: $1

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Date of last update: 10 Jul 2025

Sources: Rhode Island Department of State

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