PD
Paul E. Dejarnatt
DEJARNATT, PAUL E
Pleasanton, CA 94566
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CRD#: 5087152
PD
Professional summary
Paul Edward Dejarnatt is a registered financial advisor currently at DEJARNATT, PAUL E located in Pleasanton, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Paul has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Owner - CPA - 147 Old Bernal Avenue, Pleasanton, CA 94566 -80 hours per month, 20 hours per month during trading hours, tax returns and advice.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Edward Dejarnatt'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®
NoneExperience
Current
January 17, 2024 - Present
DEJARNATT, PAUL E
Office #1: 147 Old Bernal Avenue, Suite 2, Pleasanton, CA 94566RIA
CRD#: 138820
Pleasanton, CA
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(1/17/2024)
Exams
Current Firm
DP
DEJARNATT, PAUL E
DEJARNATT, PAUL E | PAUL E. DE JARNATT CPA | DEJARNATT, PAUL EDWARD
CRD#: 138820 / SEC#:
California
Registered Investment Advisory firm - (6/14/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
147 Old Bernal Avenue, Suite 2, Pleasanton, CA 94566
Mailing Address
Same, Pleasanton, CA 94566
Phone number
(925) 462-1566
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 5,985,000 |
Red Flags
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