Jeffrey W. Wang

KELMAR CAPITAL MANAGEMENT

PASADENA, CA 91106

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CRD#: 2785999

Professional summary

Jeffrey Weite Wang, who also goes by Jeffrey Wei Te Wang, is a registered financial advisor currently at KELMAR CAPITAL MANAGEMENT, LLC located in Pasadena, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Wei Te Wang

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.

Kelmar Capital Management, LLC Yes, Investment related - a registered investment advisor (RIA) 238 South Arroyo Pkwy, Pasadena, CA 91105 Nature of business: registered investment advisor Principal Started in 2001 Hours per month: approx. 160 - during securities trading hours Owner, manager; provide investment advisory services to high net worth individuals City of La Canada Flintridge Yes, Investment related 1327 Foothill Boulevard, La Ca�ada Flintridge, CA 91011 Nature of business: Treasury management for the municipality Title: Treasurer Started in 2006 Hours per month: 20; varies during securities trading hours Duties: Treasury management; manage investment portfolio for the city.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Weite Wang's 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

October 3, 2001 - Present

KELMAR CAPITAL MANAGEMENT, LLC

Office #1: 1122 East Green Street, Pasadena, CA 91106

RIA

CRD#: 127350

PASADENA, CA

Past

April 25, 2017 - January 26, 2018

STONE BRIDGE INVESTMENT PARTNERS LLC

RIA

CRD#: 288149

MCLEAN, VA

Past

August 30, 1996 - December 21, 2000

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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

California
(10/3/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 9/9/1996

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/29/1996

General Securities Representative Examination

Current Firm

KELMAR CAPITAL MANAGEMENT, LLC

CRD#: 127350 / SEC#:

California

Registered Investment Advisory firm - (10/3/2001 Approved)

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Contact information

Main Address

238 South Arroyo Parkway Suite 403, Pasadena, CA 91105

Mailing Address

Phone number

(626) 577-4700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 411,900,000

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.

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Jeffrey W. Wang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Weite Wang's CRS (Customer Relationship Summary).

Certified licenses

Experience

KELMAR CAPITAL MANAGEMENT, LLC

STONE BRIDGE INVESTMENT PARTNERS LLC

GOLDMAN SACHS & CO. LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/1999

Series 63

Date: 9/12/1996

Series 3

Date: 9/9/1996

Series 7

Date: 8/29/1996

Current Firm

KELMAR CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KELMAR CAPITAL MANAGEMENT, LLC

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