Jelveh Pedraza has been an investment adviser representative at CAVU Wealth Management since April 2020, and is not listed among the firm’s executive officers or direct owners.
Cavu Wealth Management Inc. is a Lakeside, CA firm with $209M under management, 378 clients and 7 advisers across 5 offices, as of its August 2026 filing.
Jelveh Pedraza is Financial Advisor of CAVU Wealth Management. She founded her own wealth management practice after careers as Senior Financial Advisor at Merrill Lynch Bank of America and Financial Advisor at Morgan Stanley Smith Barney. Her previous experience includes founding a nationwide sales and marketing business.
Jelveh Pedraza’s longest registration is the current one, 6 years at CAVU Wealth Management since 2020. Before joining CAVU Wealth Management in 2020, Jelveh Pedraza was registered through Laurel Wealth Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Cavu Wealth ManagementCurrent– present · 6 yearsNew Braunfels, TX · Adviser representative · Firm CRD 299089
- Laurel Wealth Advisors, Inc.– · 5 yearsOceanside, CA · Adviser representative · Firm CRD 157139
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsCarlsbad, CA · Adviser representative · Firm CRD 7691
- Morgan Stanley Smith Barney LLC– · 1 yearCarlsbad, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Jelveh Pedraza is registered as an investment adviser representative in 2 states. The first approvals date from April 2020; the most recent is Texas, in June 2021.
- CaliforniaSince 28 April 2020
- TexasSince 28 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 November 2008 |
| Series 31 | Futures Managed Funds Examination | 15 November 2008 |
| Series 7 | General Securities Representative Examination | 26 September 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- CRD
- 5570561
- Firm
- CAVU Wealth Management · CRD 299089
- Office
- New Braunfels, TX
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cavuwm.com
Where does Jelveh Pedraza work?
Jelveh Pedraza is an investment adviser representative registered through Cavu Wealth Management Inc. since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jelveh Pedraza a financial advisor?
Yes. Jelveh Pedraza has a current investment-adviser registration in California and Texas, through CAVU Wealth Management since April 2020.
How many years of experience does Jelveh Pedraza have?
Jelveh Pedraza has 17 years in the financial industry, since November 2008, across 5 adviser firms.
What exams has Jelveh Pedraza passed?
Jelveh Pedraza has passed 3 licensing exams: the Series 7, Series 31 and Series 66. The earliest, the Series 7, was passed in September 2008. FINRA credited Jelveh Pedraza with the SIE, which began in October 2018.
Where did Jelveh Pedraza work before CAVU Wealth Management?
Before CAVU Wealth Management, Jelveh Pedraza was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2011 to January 2015; Morgan Stanley Smith Barney LLC, June 2009 to March 2011; Morgan Stanley & Co. Incorporated, November 2008 to June 2009.
Where is Jelveh Pedraza based?
Jelveh Pedraza’s registered office is in New Braunfels, TX.
Is Jelveh Pedraza registered with FINRA?
No. Jelveh Pedraza has no current broker registration.
How can I verify Jelveh Pedraza’s record?
Search CRD 5570561 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jelveh Pedraza’s full registration record.
