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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Garvin Berry is a financial advisor who is currently registered as a Registered Investment Advisor with Lyell Wealth Management LP. Jeffrey has been in the financial industry since 1993 and has experience working with various financial institutions. Jeffrey has also taken and passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Jeffrey's areas of expertise include financial planning, portfolio management for individuals, educational seminars, selection of other advisors, and providing tax advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax advice
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Lyell Wealth Management LP (Menlo Park CA)
CA
10/31/2007 - 02/22/2010
RUTBERG & COMPANY, LLC (SAN FRANCISCO CA)
CA
10/07/2003 - 10/01/2007
SVB ALLIANT (PALO ALTO CA)
NY
10/01/1998 - 10/06/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
02/02/1998 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
10/01/1993 - 03/01/1996
BA SECURITIES, INC. (SAN FRANCISCO CA)
CA
05/25/1993 - 10/01/1993
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 12/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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