Unclaimed Profile

Jason Anthony Pfannenstiel

MIRADOR CAPITAL PARTNERS, LP·PLEASANTON, California

SIE, Series 7, Series 66Clean record15 years registeredMIRADOR CAPITAL PARTNERS, LP

6700 KOLL CENTER PARKWAY, PLEASANTON, CA 94566CRD# 5849124Firm CRD# 173764

Profile Verification

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

Identity

Jason Anthony Pfannenstiel · PLEASANTON, CA

Registration

CRD #5849124 · MIRADOR CAPITAL PARTNERS, LP · 15 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2025 – present

BORDEAUX WEALTH ADVISORS

Nov 2018 – Oct 2025

MENLO PARK, CA

MIRADOR CAPITAL PARTNERS

Jan 2015 – Oct 2018

Menlo Park, CA

SANCTUARY WEALTH ADVISORS LLC

Jul 2013 – Feb 2015

PLEASANTON, CA

MORGAN STANLEY

Feb 2011 – Jul 2013

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 11, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIRADOR CAPITAL PARTNERS, LP

CRD 173764 · SEC 801-80585

AUM

$668M

Regulatory assets under management

Employees

2,253 client accounts

Services offered by MIRADOR CAPITAL PARTNERS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIRADOR CAPITAL PARTNERS, LP →

Introduction

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Frequently Asked Questions

What services does Jason Anthony Pfannenstiel offer?

Jason Anthony Pfannenstiel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLEASANTON, California for a consultation.

What are Jason Anthony Pfannenstiel's credentials?

Jason Anthony Pfannenstiel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Anthony Pfannenstiel located?

Jason Anthony Pfannenstiel is based in PLEASANTON, California, working with MIRADOR CAPITAL PARTNERS, LP. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Jason Anthony Pfannenstiel charge for services?

Jason Anthony Pfannenstiel'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 MIRADOR CAPITAL PARTNERS, LP?

MIRADOR CAPITAL PARTNERS, LP has approximately 14 employees and manages $668M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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