Unclaimed Profile

Jeffrey Kapral Mestmaker

MPWA, INC.·BAKERSFIELD, California

Series 7, Series 31, Series 66Clean record20 years registeredMPWA, 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. · 20 years registered

Brand Profile

Not yet started

Career History

MESTMAKER & PETREY WEALTH ADVISORS

Jan 2016 – present

MESTMAKER & PETREY WEALTH ADVISORS

Jan 2009 – Dec 2015

BAKERSFIELD, CA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Feb 2009

BAKERSFIELD, CA

MORGAN STANLEY

Dec 2005 – Apr 2007

BAKERSFIELD, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · December 15, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MPWA, INC.

CRD 148484 · SEC 801-116958

AUM

$98M

Regulatory assets under management

Employees

455 client accounts

Services offered by MPWA, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MPWA, INC. →

Introduction

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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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