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Paula Benge Jewell

Aviance Capital Partners LLC

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About Paula Benge Jewell

Paula Jewell has been in the financial industry for over 25 years. Paula began her career at Fidelity Brokerage Services LLC in 1995 and joined Morgan Stanley in 2009. Paula currently holds a Series 6, 7, 31 and 66 license, and has worked at Aviance Capital Partners LLC since 2023. Paula specializes in providing financial planning and portfolio management services to individuals and businesses. Paula is registered to provide investment advisory services in Florida.

Firm Information

Paula Jewell is currently registered with Aviance Capital Partners LLC. Aviance Capital Partners LLC is an investment advisor based in Naples, FL. The firm manages $632,290,223 in assets for individuals and high-net-worth individuals. Aviance Capital Partners LLC offers financial planning and portfolio management services.
Aviance Capital Partners LLC

2180 IMMOKALEE ROAD, #301

NAPLES, FL 34110-1407

$632.29M

Assets Under Management

2

Total Clients

7

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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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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Paula Jewell’s Registration & Firm History

FL

04/06/2023 - Present

Aviance Capital Partners LLC (NAPLES FL)

FL

11/20/2009 - 04/30/2019

MORGAN STANLEY (NAPLES FL)

FL

12/08/1995 - 11/23/2009

FIDELITY BROKERAGE SERVICES LLC (NAPLES FL)

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Licenses & Designations

BOTH

Issued 02/07/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 06/14/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/30/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paula Benge Jewell.
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