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Jennifer Bonvechio

Partner at Baker Street Advisors

Officer record from the firm’s Form ADVForm ADV filed 30 July 2026

Jennifer Bonvechio is Partner of Baker Street Advisors, LLC, a San Francisco investment adviser.

Role at Baker Street Advisors

Title on Schedule A
Partner
Control
Jennifer Bonvechio is a control person of Baker Street Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jennifer Bonvechio has held the filed role since January 2014.

The firm

Baker Street Advisors, LLC
San Francisco, CA

Form ADV filed 30 July 2026

$20.8B AUM538 clients15 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jennifer Bonvechio is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jennifer Bonvechio
CRD
4369926
Firm
Baker Street Advisors, LLC
Record basis
Form ADV officer listing
Firm bio
bakerstreetadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Baker Street identifies Jennifer Bonvechio as a Partner and describes her work in investment advisory, financial planning, and income-tax planning. It lists an M.B.A. in Finance and Taxation and a B.S. in Accounting and Finance from the University of Notre Dame. Official firm biography

Education

Common questions

Where does Jennifer Bonvechio work?

Jennifer Bonvechio has been Partner of Baker Street Advisors, LLC since January 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 July 2026

Leadership at Baker Street Advisors

  • Henry Tran
    Chief Compliance Officer
  • Jeffrey Bardini
    Managing Director
  • Adam Elegant
    Partner
  • Alexander Gannon
    Managing Director
  • Peter Hand
    Partner & CIO
  • Jordan Kienzle
    Partner
  • Ryan Murray
    Managing Director
  • Annie Roth
    Managing Director
  • Wendy Umphrey
    Partner
  • Jeffrey Colin
    Managing Member
  • Christopher Wilkens
    Partner & CEO
  • James Milligan
    Partner

Sources

  1. IAPD individual lookup, CRD 4369926. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Baker Street Advisors, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. Baker Street Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jennifer Bonvechio or Baker Street Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.