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James Joseph Vernale

VELOCITY INVESTMENT PARTNERS, LLC·LOS GATOS, California
Unclaimed Profile
107 PASEO LAURA, LOS GATOS, CA 95032CRD# 2300557Firm CRD# 164033
01

About

James Joseph Vernale is a registered financial advisor based in LOS GATOS, California, affiliated with VELOCITY INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VELOCITY INVESTMENT PARTNERS, LLC
VELOCITY PARTNERS
AUM
$60M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at VELOCITY INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2300557
Firm CRD# 164033
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Joseph Vernale offer?
James Joseph Vernale specializes in Financial Planning, Investment Management. Contact their office in LOS GATOS, California for a consultation.
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, working with VELOCITY INVESTMENT PARTNERS, LLC. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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