Julianne Jeffrey
Investment adviser representative at Silicon Valley Capital Partners, L.P.
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Silicon Valley Capital Partners, L.P.Mar 2025 to now
- UnemployedNov 2024 to Mar 2025
- Ensemble Capital Management, LLCSep 2022 to Nov 2024
- Parallel Advisors, LLCMay 2017 to Sep 2022
- Sunopta TradinSep 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Silicon Valley Capital Partners, L.P.
$1.3BAssets managed
518Clients
5Advisers
23 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
- 8258587
- Firm CRD
- 125114