Jarrett Bruce Topel

Employer firm

Topel & Distasi Wealth Management, LLC CRD 285538

$312M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 02/2017
  Lpl Financial
  Oakland, CA
• 01/2017 → Present
  Topel & Distasi Wealth Management, Llc
  Berkeley, CA

Previous Registrations

• 2009-12-22 → 2017-03-03
  Lpl Financial Llc
  Oakland, CA
  San Diego, CA
  Berkeley, CA
• 2000-08-07 → 2009-12-22
  Ameriprise Financial Services, Llc
  Oakland, CA

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

• S66 Uniform Combined State Law Examination
  2000-03-15

Designations

• Certified Financial Planner