Best Investors Account Sign in
Inactive

Jarrett Bruce Topel

Topel & Distasi Wealth Management, LLC

Berkeley, CA

Claim This Profile
Current Employers
Topel & Distasi Wealth Management, Llc

2907 Claremont Avenue, Suite 111, Berkeley, CA 94705 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-03-09
CA RA APPROVED 2017-01-23
  • LA RA
    APPROVED
    Since 2022-03-09
  • CA RA
    APPROVED
    Since 2017-01-23

Branch Locations

2907 Claremont Avenue, Suite 111, Berkeley, CA 94705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Oakland CA 12/2009 02/2017
Topel & Distasi Wealth Management, Llc Berkeley CA 01/2017 Present
Previous Registrations
Other Businesses

1. 12/18/09 - NON-VARIABLE INSURANCE DBA, TOPEL & DISTASI WEALTH MANAGEMENT, LLC. 2. 12/18/09 - NON-VARIABLE INSURANCE, LTC AND GROUP HEALTH, 15% OF TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-15
  • S66 Uniform Combined State Law Examination
    2000-03-15
Designations

View on SEC IAPD

Other Firms

BLUME CAPITAL MANAGEMENT, INC.
FUTURE FRONTIER CAPITAL, LLC
VOLEON CAPITAL MANAGEMENT LP
CITIGROUP GLOBAL MARKETS INC.
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

More in Berkeley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor