AdvisorOS Directory
Claim Profile
Unclaimed Profile
JT

Jules Steven Louis Theil

SOUTH BAY PARTNERS LLC·SOUTH SAN FRANCISCO, California
Series 65Clean record10 years registeredSOUTH BAY PARTNERS LLC
611 GATEWAY BOULEVARD, SOUTH SAN FRANCISCO, CA 94080CRD# 6562338Firm CRD# 307534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jules Steven Louis Theil · SOUTH SAN FRANCISCO, CA
Registration
CRD #6562338 · SOUTH BAY PARTNERS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SOUTH BAY PARTNERS LLC
BOX HOLDINGS LLC
May 2016 – May 2018
Honolulu, HI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 9, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

Speak with Jules

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

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

Looking for a financial advisor in SOUTH SAN FRANCISCO?

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

Browse SOUTH SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jules Steven Louis Theil offer?
Jules Steven Louis Theil is a registered financial advisor in SOUTH SAN FRANCISCO, California.
What are Jules Steven Louis Theil's credentials?
Jules Steven Louis Theil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jules Steven Louis Theil located?
Jules Steven Louis Theil is based in SOUTH SAN FRANCISCO, California, last registered with SOUTH BAY PARTNERS LLC.
How large is SOUTH BAY PARTNERS LLC?
SOUTH BAY PARTNERS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SOUTH SAN FRANCISCO, California

John Lui
ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC·SOUTH SAN FRANCISCO, CA
Peter Matthew Sterling
COASTLAND CAPITAL LLC·SOUTH SAN FRANCISCO, CA
Anthony T Sam
ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC·SOUTH SAN FRANCISCO, CA
Isabella Hil-Won Tam
BEYOND WEALTH ADVISORY LLC·SOUTH SAN FRANCISCO, CA
Robert Norman Moses
ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC·SOUTH SAN FRANCISCO, CA
Randy Shuwoon Tam
BEYOND WEALTH ADVISORY LLC·SOUTH SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile