Unclaimed Profile

Jeffrey Garvin Berry

LYELL WEALTH MANAGEMENT LP·MENLO PARK, California

Series 7, Series 24, Series 63, Series 65Clean record8 years registeredLYELL WEALTH MANAGEMENT LP

3000 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 2320205Firm CRD# 283521

Profile Verification

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

Identity

Jeffrey Garvin Berry · MENLO PARK, CA

Registration

CRD #2320205 · LYELL WEALTH MANAGEMENT LP · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LYELL WEALTH MANAGEMENT LP

LYELL WEALTH MANAGEMENT LP

Dec 2017 – Jul 2025

Menlo Park, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 21, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LYELL WEALTH MANAGEMENT LP

CRD 283521 · SEC 801-107892

AUM

$1.1B

Regulatory assets under management

Employees

286 client accounts

Services offered by LYELL WEALTH MANAGEMENT LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LYELL WEALTH MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Jeffrey Garvin Berry offer?

Jeffrey Garvin Berry specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jeffrey Garvin Berry's credentials?

Jeffrey Garvin Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Garvin Berry located?

Jeffrey Garvin Berry is based in MENLO PARK, California, last registered with LYELL WEALTH MANAGEMENT LP.

How does Jeffrey Garvin Berry charge for services?

Jeffrey Garvin Berry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LYELL WEALTH MANAGEMENT LP?

LYELL WEALTH MANAGEMENT LP has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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