Jelveh Pedraza

Employer firm

Cavu Wealth Management CRD 299089

$209M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2015 → 05/2020
  Laurel Wealth Advisors
  La Jolla, CA
• 04/2020 → Present
  Cavu Wealth Managment, Inc.
  San Diego, CA

Previous Registrations

• 2015-01-16 → 2020-05-13
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Oceanside, CA
• 2011-03-01 → 2015-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA
• 2009-06-01 → 2011-03-01
  Morgan Stanley
  Carlsbad, CA
• 2008-11-20 → 2009-06-01
  Morgan Stanley & Co. Llc
  Carlsbad, CA

Other Businesses

Name of Outside Business or Organization: Palizban Pedraza Wealth Advisors, Address: New Braunfels, TX, Title: Private Wealth Advisor & Sr. Portfolio Manager, Description of Business or Organization: Financial, Description of Duties or Responsibilities: Investment Advisor Representative, Start Date: 04/2019, Hours Devoted to OBA Monthly: Jelveh Pedraza is a co-branded Advisor Representative of CAVU Wealth Management who conducts her advisory business under the DBA name of Palizban Pedraza Wealth Advisors. She spends 100% of her time on this activity during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-19

Other Names

• Jelveh Pedraza
• Jelveh Pedraza