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James Frederick Karel

SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, California
Clean recordSILICON VALLEY WEALTH ADVISORS, LLC
3190 S. BASCOM AVENUE, SUITE 210, SAN JOSE, CA 95124CRD# 861100Firm CRD# 106017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Frederick Karel · SAN JOSE, CA
Registration
CRD #861100 · SILICON VALLEY WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Frederick Karel is a registered financial advisor based in SAN JOSE, California, affiliated with SILICON VALLEY WEALTH ADVISORS, 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
Introduction

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03

Firm Overview

Firm
SILICON VALLEY WEALTH ADVISORS, LLC
SILICON VALLEY WEALTH ADVISORS, LLC
AUM
$329M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SILICON VALLEY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 861100
Firm CRD# 106017
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Frederick Karel offer?
James Frederick Karel specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are James Frederick Karel's credentials?
James Frederick Karel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frederick Karel located?
James Frederick Karel is based in SAN JOSE, California, working with SILICON VALLEY WEALTH ADVISORS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does James Frederick Karel charge for services?
James Frederick Karel'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 SILICON VALLEY WEALTH ADVISORS, LLC?
SILICON VALLEY WEALTH ADVISORS, LLC has approximately 6 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SILICON VALLEY WEALTH ADVISORS, LLC

Curtis Leslie Weil
CAMPBELL, CA
Randall Scott Ponder
SAN JOSE, CA
Tracy Frank Lasecke
SAN JOSE, CA
Christopher Allen Duke
SAN JOSE, CA

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Research
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