Julianne Jeffrey
Silicon Valley Capital Partners · San Jose, California
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.
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Specialties
Facts
| Firm | Silicon Valley Capital Partners |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.29B across 1,627 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8258587 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.svcp.com |
| Profile |
How Julianne's firm compares
- Silicon Valley Capital Partners's average account is about $792,000, from its Form ADV (assets managed divided by 1,627 accounts).
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Questions about Julianne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Jose
Other advisors in California who focus on equity compensation
Where this information comes from
- SEC adviser records : 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
- Silicon Valley Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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