Unclaimed Profile

Jarrett Bruce Topel

TOPEL & DISTASI WEALTH MANAGEMENT, LLC·BERKELEY, California

SIE, Series 7, Series 24, Series 51, Series 66CFPClean record26 years registeredTOPEL & DISTASI WEALTH MANAGEMENT, LLC

2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA 94705CRD# 4046794Firm CRD# 285538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jarrett Bruce Topel · BERKELEY, CA

Registration

CRD #4046794 · TOPEL & DISTASI WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Jan 2017 – present

LPL FINANCIAL LLC

Dec 2009 – Mar 2017

BERKELEY, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2000 – Dec 2009

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · August 7, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

CRD 285538 · SEC 801-120715

AUM

$286M

Regulatory assets under management

Employees

596 client accounts

Services offered by TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOPEL & DISTASI WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jarrett Bruce Topel offer?

Jarrett Bruce Topel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERKELEY, California for a consultation.

What are Jarrett Bruce Topel's credentials?

Jarrett Bruce Topel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jarrett Bruce Topel located?

Jarrett Bruce Topel is based in BERKELEY, California, working with TOPEL & DISTASI WEALTH MANAGEMENT, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.

How does Jarrett Bruce Topel charge for services?

Jarrett Bruce Topel'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 TOPEL & DISTASI WEALTH MANAGEMENT, LLC?

TOPEL & DISTASI WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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