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Paula Benge Jewell

Investment adviser representative at Aviance Capital Partners LLC
17 yearsExperience
1 stateRegistered in
$1.1BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Aviance Capital Partners LLCMar 2023 to now
  2. Capital Wealth Planning, LLCJan 2020 to Mar 2023
  3. UnemployedApr 2019 to Jan 2020
  4. Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2019
  5. Morgan Stanley Smith BarneyNov 2009 to Apr 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (FL).

Aviance Capital Partners LLC

$1.1BAssets managed
372Clients
6Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2685621
Firm CRD
146597
Advisor's SEC record (opens in a new tab)
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