# Julianne Jeffrey

> Julianne Jeffrey is a fee-only financial advisor at Silicon Valley Capital Partners in San Jose, California. Julianne focuses on equity compensation. Silicon Valley Capital Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/julianne-jeffrey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Silicon Valley Capital Partners
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.29B across 1,627 accounts
- **Specialties:** Equity compensation
- **CRD:** 8258587 (https://adviserinfo.sec.gov/individual/summary/8258587)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.svcp.com

## Frequently asked questions

### Is Julianne Jeffrey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julianne holds no broker registration, and Silicon Valley Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julianne charge for financial advice?

Julianne's firm, Silicon Valley Capital Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Julianne Jeffrey based?

Julianne Jeffrey is based in San Jose, California.

### What does Julianne specialize in?

Julianne's specialties include equity compensation.

### Is Julianne Jeffrey registered with the SEC?

Yes. Julianne Jeffrey is registered as an investment adviser representative in CA (CRD 8258587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Silicon Valley Capital Partners manage?

Silicon Valley Capital Partners reports $1.29B across 1,627 accounts in assets under management.

### How do I contact Julianne Jeffrey?

Through Julianne's website, www.svcp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8258587): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://svcp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.