Jesse Valencia (CRD# 7463046) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Malvern, PA | Jan 2022 - Current | 1 |
| Td Bank | West Chester, PA | Jan 2020 - Nov 2021 | 1 |
| Downingtown Area School District | Downingtown, PA | May 2017 - May 2021 | 4 |
| Gamestop | West Chester, PA | Oct 2014 - Jan 2020 | 5 |
| Daniel Boone High School | Birdsboro, PA | Aug 2015 - May 2017 | 1 |
| West Chester University | West Chester, PA | Jun 2013 - May 2017 | 3 |
| Wawa | West Chester, PA | Mar 2015 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- PA
- TX
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Total Assets Under Management299,192MILLIONS
-
Total Number of Accounts634,470ACCOUNTS
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Average Account Value$471,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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