Jason Valentino (CRD# 6049175) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Paltz, NY and has over 11 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joseph M Anderson | Poughkeepsie, NY | Apr 2023 - Current | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2021 - Current | 3 |
| Marc Gravatt | Poughkeepsie, NY | Feb 2021 - Current | 3 |
| Northwestern Mutual Investment Services LLC | Poughkeepsie, NY | Feb 2021 - Current | 3 |
| A Peaceful Stance | New Paltz, NY | Jan 2011 - Current | 13 |
| Joseph Small | Poughkeepsie, NY | Jan 2021 - Jan 2021 | < 1 |
| Unemployed | Highland, NY | Jan 2021 - Jan 2021 | < 1 |
| Northwestern Mutual Investment Services LLC | Poughkeepsie, NY | Nov 2012 - Jan 2021 | 8 |
| Marc Gravatt | Poughkeepsie, NY | Jan 2019 - Dec 2020 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Dec 2018 | 2 |
| Northwwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Dec 2018 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Apr 2012 - Dec 2018 | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2012 - Dec 2018 | 6 |
| Northwestern Mutual Investment Services, LLC | Poughkeepsie, NY | Aug 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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