Claim Profile
Unclaimed Profile
DJ

Daniel Jennings Jessee

CVF CAPITAL PARTNERS, INC.·DAVIS, California
CVF CAPITAL PARTNERS, INC.
1590 DREW AVENUE, DAVIS, CA 95618CRD# 717213Firm CRD# 164965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Jennings Jessee · DAVIS, CA
Registration
CRD #717213 · CVF CAPITAL PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Disclosure history pending
01

About

Daniel Jennings Jessee is a registered financial advisor based in DAVIS, California, affiliated with CVF CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CVF CAPITAL PARTNERS, INC.
CVF CAPITAL PARTNERS, INC.
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 717213
Firm CRD# 164965
View on FINRA BrokerCheck →

Looking for a financial advisor in DAVIS?

Browse all registered financial advisors in DAVIS, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Daniel Jennings Jessee offer?
Daniel Jennings Jessee is a registered financial advisor in DAVIS, California. Contact their office for details on services offered.
What are Daniel Jennings Jessee's credentials?
Daniel Jennings Jessee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Jennings Jessee located?
Daniel Jennings Jessee is based in DAVIS, California, working with CVF CAPITAL PARTNERS, INC.. Their office serves clients in the DAVIS metropolitan area and surrounding communities.
How large is CVF CAPITAL PARTNERS, INC.?
CVF CAPITAL PARTNERS, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →