Jeffrey Garvin Berry
Managing DirectorLyell Wealth Management LPCRD 2320205
About Jeffrey Garvin Berry
Jeffrey Garvin Berry is listed as Managing Director at Lyell Wealth Management LP in Menlo Park, CA. Form ADV reports a beneficial ownership band of 10-25%. Jeffrey Garvin Berry is associated with 2 registered advisers.
Reported ownership
Owns 10-25% of Lyell Wealth Management LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Garvin Berry work?
Jeffrey Garvin Berry is listed as Managing Director at Lyell Wealth Management LP on SEC Form ADV.
How much of Lyell Wealth Management LP does Jeffrey Garvin Berry own?
Form ADV reports a beneficial ownership band of 10-25%.
Lyell Wealth Management LP
| Title | Managing Director |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2016 |
Lyell Wealth Management LP
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2016 |