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PJ

Paula B. Jewell

AVIANCE CAPITAL PARTNERS LLC
Naples, FL 34110-1407
Some features on this profile are disabled
CRD#: 2685621
PJ

Professional summary

Paula Benge Jewell, who also goes by Paula Jewell Carpenter, is a registered financial advisor currently at AVIANCE CAPITAL PARTNERS LLC located in Naples, Florida.

Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Paula has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paula Jewell Carpenter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula Benge Jewell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 6, 2023 - Present

AVIANCE CAPITAL PARTNERS LLC

Office #1: 2180 Immokalee Road, #301, Naples, FL 34110-1407
RIA
CRD#: 146597
Naples, FL
Past

February 26, 2021 - July 29, 2021

CAPITAL WEALTH PLANNING, LLC

RIA
CRD#: 150764
NAPLES, FL
Past

November 23, 2009 - April 30, 2019

MORGAN STANLEY

RIA
CRD#: 149777
NAPLES, FL
Past

November 20, 2009 - April 30, 2019

MORGAN STANLEY

BD
CRD#: 149777
NAPLES, FL
Past

April 21, 2000 - November 24, 2009

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NAPLES, FL
Past

December 8, 1995 - November 23, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NAPLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AVIANCE CAPITAL PARTNERS LLC
AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979

RIA
Registered Investment Advisory firm - (3/25/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/6/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/7/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/17/2011
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/14/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/30/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AC
AVIANCE CAPITAL PARTNERS LLC
AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979

RIA
Registered Investment Advisory firm - (3/25/2008 Approved)
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Contact information

Main Address
2180 Immokalee Road, #301, Naples, FL 34110-1407
Mailing Address
Phone number
(239) 598-4747
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts968
AUM (Assets Under Management)$ 971,012,034

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
09/24/2024
Cover Page
Report
10/26/2023
Cover Page
Report
01/03/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597Naples, FL 34110-1407

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