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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

TitleManaging Director
Ownership10-25%
Control personYes
Since2016

Lyell Wealth Management LP

TitleManaging Member
Ownership25-50%
Control personYes
Since2016