Jeffrey Bechtel has been Partner of Cantata Wealth Management since May 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm. Jeffrey Bechtel holds an MBA from Northwestern University Kellogg School of Management and a BBA in Finance and Marketing from the University of Wisconsin-Madison.
Cantata Wealth Management, LLC is a Coral Gables, FL firm with $101M under management, 30 clients and 3 advisers across 5 offices, as of its August 2026 filing.
Jeff Bechtel is Co-Founder and Advisory Board Member of Cantata Wealth. Bechtel began a financial services career in 1996 at Bank One Corporation and joined Putnam Lovell in 2002. In 2010 Bechtel helped establish MHB Advisers, LLC, an investment bank based in the San Francisco Bay Area serving firms in the asset and wealth management community, and manages MHB alongside two partners.
No adviser firm registrations are on Jeffrey Bechtel’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 2008 |
| Series 24 | General Securities Principal Examination | 29 November 2005 |
| Series 7 | General Securities Representative Examination | 23 March 1999 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Christopher Bechtel
- CRD
- 3188258
- Firm
- Cantata Wealth Management · CRD 332526
- Role
- Partner
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cantatawealth.com
Where does Jeffrey Bechtel work?
Jeffrey Bechtel has been Partner of Cantata Wealth Management, LLC since May 2024.
Does Jeffrey Bechtel have a current investment-adviser registration?
Jeffrey Bechtel has a current broker registration and no current investment-adviser registration.
What exams has Jeffrey Bechtel passed?
Jeffrey Bechtel has passed 4 licensing exams: the Series 7, Series 24, Series 63 and Series 79TO. The earliest, the Series 7, was passed in March 1999. FINRA credited Jeffrey Bechtel with the SIE, which began in October 2018.
Is Jeffrey Bechtel registered with FINRA?
Yes. Jeffrey Bechtel has a current broker registration, under CRD 3188258.
Source: FINRA BrokerCheck
How can I verify Jeffrey Bechtel’s record?
Search CRD 3188258 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Bechtel’s full registration record.
