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Jillana Jodell Downing

SVB CAPITAL MANAGEMENT, LLC·MENLO PARK, California
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2770 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 8007291Firm CRD# 326747
01

About

Jillana Jodell Downing is a registered financial advisor based in MENLO PARK, California, affiliated with SVB CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SVB CAPITAL MANAGEMENT, LLC
SVB CAPITAL
AUM
$12.2B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at SVB CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 8007291
Firm CRD# 326747
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jillana Jodell Downing offer?
Jillana Jodell Downing specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Jillana Jodell Downing's credentials?
Jillana Jodell Downing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jillana Jodell Downing located?
Jillana Jodell Downing is based in MENLO PARK, California, working with SVB CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Jillana Jodell Downing charge for services?
Jillana Jodell Downing'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 SVB CAPITAL MANAGEMENT, LLC?
SVB CAPITAL MANAGEMENT, LLC has approximately 54 employees and manages $12.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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