Unclaimed Profile

Jay Paul Wirig

CAPITAL PERFORMANCE ADVISORS LLP·WALNUT CREEK, California

Series 65Clean record20 years registeredCAPITAL PERFORMANCE ADVISORS LLP

165 LENNON LANE, WALNUT CREEK, CA 94598CRD# 5007073Firm CRD# 108052

Profile Verification

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

Identity

Jay Paul Wirig · WALNUT CREEK, CA

Registration

CRD #5007073 · CAPITAL PERFORMANCE ADVISORS LLP · 20 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Jul 2018 – Nov 2024

WALNUT CREEK, CA

THOMAS WIRIG DOLL

Sep 2005 – Jul 2018

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 8, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PERFORMANCE ADVISORS LLP

CRD 108052 · SEC 801-57727

AUM

$1.4B

Regulatory assets under management

Employees

2,614 client accounts

Services offered by CAPITAL PERFORMANCE ADVISORS LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PERFORMANCE ADVISORS LLP →

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 →

Looking for a financial advisor in WALNUT CREEK?

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

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jay Paul Wirig offer?

Jay Paul Wirig specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Jay Paul Wirig's credentials?

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

Where is Jay Paul Wirig located?

Jay Paul Wirig is based in WALNUT CREEK, California, working with CAPITAL PERFORMANCE ADVISORS LLP. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Jay Paul Wirig charge for services?

Jay Paul Wirig'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 CAPITAL PERFORMANCE ADVISORS LLP?

CAPITAL PERFORMANCE ADVISORS LLP has approximately 13 employees and manages $1.4B 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 →