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Jarrett Bruce Topel

Topel & Distasi Wealth Management, LLC

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About Jarrett Bruce Topel

Jarrett Topel is a financial advisor at Topel & Distasi Wealth Management, LLC in Berkeley, CA. Jarrett has been in the financial industry since 2000. Jarrett has a Series 7, 24, 51, and 66 license. Jarrett's practice focuses on providing financial planning and portfolio management services to individuals, families, and charitable organizations.

Firm Information

Jarrett Topel is currently registered with Topel & Distasi Wealth Management, LLC. Topel & Distasi Wealth Management, LLC is a Berkeley, CA-based registered investment advisor with approximately $300.4 million in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services to high-net-worth individuals, charitable organizations, and other individuals. The firm is led by Jarrett Topel, CFP®, MSFP® and Gavin Distasi, CDFA®, CES®.
Topel & Distasi Wealth Management, LLC

2907 CLAREMONT AVENUE, SUITE 111

BERKELEY, CA 94705

$300.39M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarrett Topel’s Registration & Firm History

CA

03/09/2022 - Present

Topel & Distasi Wealth Management, LLC (BERKELEY CA)

CA

12/18/2009 - 03/03/2017

LPL FINANCIAL LLC (BERKELEY CA)

CA

01/31/2000 - 12/22/2009

AMERIPRISE FINANCIAL SERVICES, INC. (OAKLAND CA)

MN

01/31/2000 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/15/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2013

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/17/2010

Series 24 - General Securities Principal Examination

BC

Issued 03/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarrett Bruce Topel.
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