Jarrett Bruce Topel
Gründer bei Topel & DiStasi Wealth Management LLC
Profil
Mr. Jarrett B.
Topel is a Managing Member & Chief Compliance Officer at Topel & DiStasi Wealth Management LLC.
He has over 20 years of experience in the financial services industry, he brings a vast wealth of knowledge and expertise in delivering personalized financial planning and investment management strategies to our clients.
Prior to co-founding Topel & DiStasi Wealth Management, he worked in various capacities in the financial services industry, giving him a broad perspective of the complex issues clients face today.
He began his professional career at Smith Barney in 1994, then moved on to tax consulting and tax preparation work for a small boutique firm, ConsulTax, in Oakland, CA.
He joined American Express Financial Advisors in 1999, and started his own firm as a franchisee of American Express Financial Advisors in 2003.
He holds a Bachelor of Science degree in Business Administration/Finance from San Francisco State University, a Certificate in Personal Financial Planning from the University of California, Berkeley, and a Masters of Science in Financial Planning from Golden Gate University.
In addition, he holds CA Insurance and FINRA Series 7 and Series 66 securities licenses.
He earned his CERTIFIED FINANCIAL PLANNER™ designation and, since then, has continued to expand his knowledge base and skills set through continuing education and the attainment of advanced degrees and professional designations.
Aktive Positionen von Jarrett Bruce Topel
Unternehmen | Position | Beginn |
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Topel & DiStasi Wealth Management LLC
Topel & DiStasi Wealth Management LLC Investment ManagersFinance Topel & DiStasi Wealth Management LLC (Topel & DiStasi) is an independent registered investment advisor headquartered in Berkeley, California. The firm was co-founded by Jarrett B. Topel and Gavin L. DiStasi in 2013. Topel & DiStasi comprehensive wealth management and financial planning services to individual and institutional clients. | Gründer | 01.01.2013 |
Ehemalige bekannte Positionen von Jarrett Bruce Topel
Unternehmen | Position | Ende |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01.02.2017 |
Ausbildung von Jarrett Bruce Topel
San Francisco State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Private Unternehmen | 2 |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Topel & DiStasi Wealth Management LLC
Topel & DiStasi Wealth Management LLC Investment ManagersFinance Topel & DiStasi Wealth Management LLC (Topel & DiStasi) is an independent registered investment advisor headquartered in Berkeley, California. The firm was co-founded by Jarrett B. Topel and Gavin L. DiStasi in 2013. Topel & DiStasi comprehensive wealth management and financial planning services to individual and institutional clients. | Finance |