Todd Vernon Jerles
Partner, OperationsTrivest Investment Advisors, LLCCRD 4788568
About Todd Vernon Jerles
Todd Vernon Jerles is listed as Partner, Operations at Trivest Investment Advisors, LLC in Coral Gables, FL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Trivest Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Todd Vernon Jerles work?
Todd Vernon Jerles is listed as Partner, Operations at Trivest Investment Advisors, LLC on SEC Form ADV.
How much of Trivest Investment Advisors, LLC does Todd Vernon Jerles own?
Form ADV reports a beneficial ownership band of Under 5%.
Trivest Investment Advisors, LLC
| Title | Partner, Operations |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |