Unclaimed Profile

James Joseph Vernale

VELOCITY INVESTMENT PARTNERS, LLC·LOS GATOS, California

SIE, Series 6, Series 7, Series 8, Series 31, Series 63, Series 65Clean record26 years registeredVELOCITY INVESTMENT PARTNERS, LLC

107 PASEO LAURA, LOS GATOS, CA 95032CRD# 2300557Firm CRD# 164033

Profile Verification

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

Identity

James Joseph Vernale · LOS GATOS, CA

Registration

CRD #2300557 · VELOCITY INVESTMENT PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VELOCITY INVESTMENT PARTNERS, LLC

VELOCITY PARTNERS

May 2012 – Mar 2017

LOS GATOS, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Mar 2012

MENLO PARK, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Feb 2008 – Oct 2009

MENLO PARK, CA

CHARLES SCHWAB & CO., INC.

Oct 2005 – Mar 2007

LOS GATOS, CA

STRATEGIC ADVISERS, INC.

Jan 2000 – Nov 2005

CAMPBELL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 31

Series 63

Series 65

Registration record

First registered · January 12, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VELOCITY INVESTMENT PARTNERS, LLC

CRD 164033 · SEC 801-76564

AUM

$60M

Regulatory assets under management

Services offered by VELOCITY INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VELOCITY INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Joseph Vernale offer?

James Joseph Vernale specializes in Financial Planning, Investment Management.

What are James Joseph Vernale's credentials?

James Joseph Vernale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Vernale located?

James Joseph Vernale is based in LOS GATOS, California, last registered with VELOCITY INVESTMENT PARTNERS, LLC.

How does James Joseph Vernale charge for services?

James Joseph Vernale'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 VELOCITY INVESTMENT PARTNERS, LLC?

VELOCITY INVESTMENT PARTNERS, LLC is a registered investment adviser with the SEC, managing $60M in regulatory assets under management. See their Form ADV for full details.

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