Jivko Velev

Jivko is the founder and principal of Velev Advisors – a California Registered Investment Advisor (RIA). He is also a Chief Compliance Officer (CCO) and an Investment Advisor Representative (IAR) for the firm. He brings a wealth of knowledge and experience to the company along with a passion for providing quality service with timely and cost-effective results. Jivko has earned an Associate’s Degree in Accounting from Santa Monica College and a Master’s Degree in Computer Science from Sofia University, Bulgaria. His unique blend of skills in finance, investing, accounting and taxation, coupled with his innate common sense and attention to details, allows him to bring clarity to otherwise complex situations and surpass our clients’ expectations.

As a Chief Compliance Officer Jivko is responsible for overseeing and managing compliance within the firm with regulatory requirements and internal policies and procedures.

As an investment advisor representative Jivko manages accounts for clients, makes recommendations regarding securities, determines which recommendation or advice regarding securities should be given, and finally supervises employees who perform any of the foregoing.

As an enrolled agent Jivko has also earned the highest federal level credential the IRS awards. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. In addition, enrolled agents must adhere to the highest ethical standards of confidentiality, honesty, integrity, and objectivity in order to retain their status.