Jeffrey Mestmaker has been President of Mpwa since January 2009, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Mestmaker holds a Bachelor of Arts in Economics from Loyola Marymount University.
Mpwa, Inc. is a Bakersfield, CA firm with $141M under management, 363 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Jeffrey K. Mestmaker is Chief Executive Officer and a founding partner of Mestmaker & Petrey Wealth Advisors, Inc. He worked at Morgan Stanley from 2005 to 2009 and co-founded the firm in 2009. The firm opened a central coast office in 2015 and has focused its growth on fee-based asset management and corporate retirement plans.
Jeffrey Mestmaker’s longest registration is the current one, 17 years at Mpwa since 2009. Before joining Mpwa in 2016, Jeffrey Mestmaker was registered through Morgan Stanley & Co. Incorporated and Morgan Stanley.
- – present · 17 yearsBakersfield, CA · Adviser representative · Firm CRD 148484
- Morgan Stanley & Co. Incorporated– · 1 yearBakersfield, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 1 yearBakersfield, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Jeffrey Mestmaker is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2016; the most recent is Texas, in December 2021.
- CaliforniaSince 19 January 2016
- TexasResidentSince 20 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 5 December 2005 |
| Series 66 | Uniform Combined State Law Examination | 23 November 2005 |
| Series 7 | General Securities Representative Examination | 19 October 2005 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Kapral Mestmaker
- CRD
- 5026410
- Firm
- Mpwa · CRD 148484
- Role
- President
- Office
- 2000 OAK STREET, SUITE 100, Bakersfield, CA 93301
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mpwealthadvisors.com
Where does Jeffrey Mestmaker work?
Jeffrey Mestmaker has been President of Mpwa, Inc. since January 2009, and is a control person of the firm.
Is Jeffrey Mestmaker a financial advisor?
Yes. Jeffrey Mestmaker has a current investment-adviser registration in California and Texas, through Mpwa since January 2016.
How many years of experience does Jeffrey Mestmaker have?
Jeffrey Mestmaker has 20 years in the financial industry, since January 2006, across 3 adviser firms.
What exams has Jeffrey Mestmaker passed?
Jeffrey Mestmaker has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in October 2005.
Where did Jeffrey Mestmaker work before Mpwa?
Before Mpwa, Jeffrey Mestmaker was registered through Morgan Stanley & Co. Incorporated, April 2007 to February 2009; Morgan Stanley, December 2005 to April 2007.
Where is Jeffrey Mestmaker based?
Jeffrey Mestmaker’s registered office is in Bakersfield, CA.
Is Jeffrey Mestmaker registered with FINRA?
No. Jeffrey Mestmaker has no current broker registration.
How can I verify Jeffrey Mestmaker’s record?
Search CRD 5026410 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Mestmaker’s full registration record.
