Tech stack
No one at Jvp Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Jvp Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
F
Flagstar Bank
Per Form ADV · $1.4B held · filed Oct 2024
T
Td Bank
Per Form ADV · $697M held · filed Oct 2024
F
First Republic Bank
Per Form ADV · $5K held · filed Oct 2024
C
Computershare
Per Form ADV · filed Oct 2024
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