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Jeffrey Kapral Mestmaker

MPWA, INC.·BAKERSFIELD, California
Clean recordMPWA, INC.
2000 OAK STREET, BAKERSFIELD, CA 93301CRD# 5026410Firm CRD# 148484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Kapral Mestmaker · BAKERSFIELD, CA
Registration
CRD #5026410 · MPWA, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Kapral Mestmaker is a registered financial advisor based in BAKERSFIELD, California, affiliated with MPWA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MPWA, INC.
MESTMAKER & PETREY WEALTH ADVISORS
AUM
$98M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MPWA, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5026410
Firm CRD# 148484
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Kapral Mestmaker offer?
Jeffrey Kapral Mestmaker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BAKERSFIELD, California for a consultation.
What are Jeffrey Kapral Mestmaker's credentials?
Jeffrey Kapral Mestmaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Kapral Mestmaker located?
Jeffrey Kapral Mestmaker is based in BAKERSFIELD, California, working with MPWA, INC.. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.
How does Jeffrey Kapral Mestmaker charge for services?
Jeffrey Kapral Mestmaker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MPWA, INC.?
MPWA, INC. has approximately 3 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Patrick Petrey
BAKERSFIELD, CA

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Research
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