JV
Jivko S. Velev
VELEV ADVISORS
Los Angeles, CA
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CRD#: 6644638
JV
Professional summary
Jivko Stoyanov Velev is a registered financial advisor currently at VELEV ADVISORS located in Los Angeles, California.
Jivko is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jivko has worked at 1 firm and has passed the Series 65 exam.
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.
-Providing tax and accounting services as a sole proprietor since 01/01/2011
-Address: 11945 Woodbine St, Los Angeles, CA, 90066
-Typically spend approximately 20 hours a week during tax season ( Jan-April )
-Off season spend approx 5 hours per week.
-Approximately 30% of the time spend on these activities overlap with securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jivko Stoyanov Velev'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
June 20, 2016 - Present
VELEV ADVISORS
RIA
CRD#: 283370
Los Angeles, 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(6/20/2016)
Current Firm
VA
VELEV ADVISORS
VELEV ADVISORS | VELEV, JIVKO STOYANOV
CRD#: 283370 / SEC#:
California
Registered Investment Advisory firm - (6/20/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Los Angeles, CA
Mailing Address
Phone number
(818) 428-7969
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 2,160,457 |
Red Flags
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