James Clarke (CRD# 6535749) is an Investment Advisor Representative working at Valley Financial Management, Inc. in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley Financial Management, Inc. | New York, NY | Jul 2023 - Current | < 1 |
| Valley National Bank | New York, NY | Apr 2022 - Current | 2 |
| Valley Financial Management, Inc. | New York, NY | Apr 2022 - Jul 2023 | 1 |
| Leumi Bank | New York, NY | Oct 2021 - Apr 2022 | < 1 |
| Bank Leumi | New York, NY | Sep 2020 - Sep 2021 | 1 |
| None | New York, NY | Aug 2020 - Sep 2020 | < 1 |
| Mimeo | New York, NY | Jun 2020 - Aug 2020 | < 1 |
| None | New York, NY | May 2020 - Jun 2020 | < 1 |
| Mimeo | New York, NY | Nov 2019 - Apr 2020 | < 1 |
| None | Fort Worth, TX | Oct 2019 - Nov 2019 | < 1 |
| Main Street Energy | Fort Worth, TX | Jun 2018 - Oct 2019 | 1 |
| Texas Christian University | Fort Worth, TX | Aug 2014 - May 2018 | 3 |
| Royal Bank Of Canada | New York, NY | Jun 2017 - Aug 2017 | < 1 |
| Tug Hill Operating LLC | Fort Worth, TX | Feb 2017 - May 2017 | < 1 |
| Royal Bank Of Canada | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Royal Bank Of Canada | New York, NY | Jun 2015 - Aug 2015 | < 1 |
| Breezemont Day Camp | Armonk, NY | Jun 2014 - Aug 2014 | < 1 |
| Byram Hill Highschool | Armonk, NY | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NY
-
Total Assets Under Management335MILLIONS
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$661,838
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CO, DE, FL, IL, LA, MD, NJ, NY, OH, SC, TX
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