Jelveh Pedraza
Professional Summary
Jelveh Pedraza, who also goes by Jelveh Pedraza Mrs., is a registered financial advisor currently at CAVU WEALTH MANAGEMENT located in New Braunfels, Texas. Jelveh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jelveh has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jelveh Pedraza Mrs.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.
Contact Information
Main Address
10001 Maine Ave, Lakeside, CA 92040Phone Number
(858) 360-7800# of Employees
7SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
903AUM (Assets Under Management)
$208,760,964Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.
State Registrations and Notice Filings
(4/28/2020)
(6/28/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jelveh Pedraza's CRS (Customer Relationship Summary).
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