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Jacqueline Cheryl Vedra

EXCELLERE CAPITAL MANAGEMENT LLC·DENVER, Colorado
Clean recordEXCELLERE CAPITAL MANAGEMENT LLC
3033 EAST FIRST AVENUE, DENVER, CO 80206CRD# 4815099Firm CRD# 142904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Cheryl Vedra · DENVER, CO
Registration
CRD #4815099 · EXCELLERE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacqueline Cheryl Vedra is a registered financial advisor based in DENVER, Colorado, affiliated with EXCELLERE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EXCELLERE CAPITAL MANAGEMENT LLC
EXCELLERE PARTNERS
AUM
$2.1B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at EXCELLERE CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES
Regulatory
SEC/IARD CRD# 4815099
Firm CRD# 142904
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacqueline Cheryl Vedra offer?
Jacqueline Cheryl Vedra specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are Jacqueline Cheryl Vedra's credentials?
Jacqueline Cheryl Vedra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Cheryl Vedra located?
Jacqueline Cheryl Vedra is based in DENVER, Colorado, working with EXCELLERE CAPITAL MANAGEMENT LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Jacqueline Cheryl Vedra charge for services?
Jacqueline Cheryl Vedra's firm is compensated through percentage of aum, performance-based fees, other: transaction,monitoring, closing, acquisition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCELLERE CAPITAL MANAGEMENT LLC?
EXCELLERE CAPITAL MANAGEMENT LLC has approximately 25 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXCELLERE CAPITAL MANAGEMENT LLC

Christopher Ryan Glaws
DENVER, CO
David Lawrence Kessenich
DENVER, CO
Mark Edward Sparrow
DENVER, CO
Matthew Charles Hicks
DENVER, CO
Bradford Joseph Cornell
DENVER, CO
Michael David Donald Geldart
DENVER, CO

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Research
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