Unclaimed Profile

Naveen Jeereddi

JEEREDDI INVESTMENTS, LP·GLENDALE, California

Clean recordJEEREDDI INVESTMENTS, LP

500 N BRAND BLVD, GLENDALE, CA 91203CRD# 2791514Firm CRD# 158075

Profile Verification

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

Identity

Naveen Jeereddi · GLENDALE, CA

Registration

CRD #2791514 · JEEREDDI INVESTMENTS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Naveen Jeereddi is a registered financial advisor based in GLENDALE, California, affiliated with JEEREDDI INVESTMENTS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

JEEREDDI INVESTMENTS, LP

AUM

$109M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at JEEREDDI INVESTMENTS, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2791514

Firm CRD# 158075

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Naveen Jeereddi offer?

Naveen Jeereddi specializes in Retirement Planning. Contact their office in GLENDALE, California for a consultation.

What are Naveen Jeereddi's credentials?

Naveen Jeereddi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Naveen Jeereddi located?

Naveen Jeereddi is based in GLENDALE, California, working with JEEREDDI INVESTMENTS, LP. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does Naveen Jeereddi charge for services?

Naveen Jeereddi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JEEREDDI INVESTMENTS, LP?

JEEREDDI INVESTMENTS, LP is a registered investment adviser with the SEC, managing $109M in regulatory assets under management. See their Form ADV for full details.

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