Unclaimed Profile

Jay K Patel

WEFEA CAPITAL LLC·PLEASANTON, California

Clean recordWEFEA CAPITAL LLC

4695 CHABOT DRIVE, SUITE 200, PLEASANTON, CA 94588CRD# 7013343Firm CRD# 299615

Profile Verification

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

Identity

Jay K Patel · PLEASANTON, CA

Registration

CRD #7013343 · WEFEA CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jay K Patel is a registered financial advisor based in PLEASANTON, California, affiliated with WEFEA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with Jay

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jay is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WEFEA CAPITAL LLC

WEALTHPAVER

AUM

$22K

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEFEA CAPITAL LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7013343

Firm CRD# 299615

View on FINRA BrokerCheck →

Looking for a financial advisor in PLEASANTON?

Browse all registered financial advisors in PLEASANTON, California or claim this profile if it's yours.

Browse PLEASANTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jay K Patel offer?

Jay K Patel specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANTON, California for a consultation.

What are Jay K Patel's credentials?

Jay K Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay K Patel located?

Jay K Patel is based in PLEASANTON, California, working with WEFEA CAPITAL LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Jay K Patel charge for services?

Jay K Patel'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 WEFEA CAPITAL LLC?

WEFEA CAPITAL LLC has approximately 2 employees and manages $22K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →