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Julianne Jeffrey

Silicon Valley Capital Partners, L.P.

San Jose, CA

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Current Employers
Silicon Valley Capital Partners, L.P.

1731 Technology Drive Suite 810, San Jose, CA 95110 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-13
  • CA RA
    APPROVED
    Since 2026-08-13

Branch Locations

1731 Technology Drive Suite 810, San Jose, CA 95110 • 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
Silicon Valley Capital Partners, L.P. San Jose CA 03/2025 Present
Ensemble Capital Management, Llc San Francisco CA 09/2022 11/2024
Parallel Advisors, Llc San Francisco CA 05/2017 09/2022
Sunopta Tradin Scotts Valley CA 09/2016 04/2017
Unemployed Santa Cruz CA 05/2016 09/2016
Unemployed Santa Cruz CA 11/2024 03/2025
  • 03/2025 → Present
    Silicon Valley Capital Partners, L.P.
    San Jose, CA
  • 09/2022 → 11/2024
    Ensemble Capital Management, Llc
    San Francisco, CA
  • 05/2017 → 09/2022
    Parallel Advisors, Llc
    San Francisco, CA
  • 09/2016 → 04/2017
    Sunopta Tradin
    Scotts Valley, CA
  • 05/2016 → 09/2016
    Unemployed
    Santa Cruz, CA
  • 11/2024 → 03/2025
    Unemployed
    Santa Cruz, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-13
  • S65 Uniform Investment Adviser Law Examination
    2026-08-13

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
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