Jarrett Bruce Topel

Fondatore presso Topel & DiStasi Wealth Management LLC

Finance

Consumer Services

Posizioni attive di Jarrett Bruce Topel

Società	Posizione	Inizio	Fine
Topel & DiStasi Wealth Management LLC Topel & DiStasi Wealth Management LLC Investment ManagersFinance Topel & DiStasi Wealth Management LLC (Topel & DiStasi) is an independent registered investment advisor headquartered in Berkeley, California. The firm was co-founded by Jarrett B. Topel and Gavin L. DiStasi in 2013. Topel & DiStasi comprehensive wealth management and financial planning services to individual and institutional clients.	Responsabile della Conformità	01/01/2013	-
	Fondatore	01/01/2013	-

Società	Posizione	Inizio	Fine
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Corporate Officer/Principal	01/12/2009	01/02/2017

San Francisco State University

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Compliance Officer	1
Founder	1
Corporate Officer/Principal	1

Settori

Finance	3
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	2
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Finance
Topel & DiStasi Wealth Management LLC Topel & DiStasi Wealth Management LLC Investment ManagersFinance Topel & DiStasi Wealth Management LLC (Topel & DiStasi) is an independent registered investment advisor headquartered in Berkeley, California. The firm was co-founded by Jarrett B. Topel and Gavin L. DiStasi in 2013. Topel & DiStasi comprehensive wealth management and financial planning services to individual and institutional clients.	Finance

Aziende private

Finance