Jonathan Valk, financial advisor Stamford CT
93 score

Jonathan Valk

CRD Number: 1046546
Current Firm: Oppenheimer & Company Inc.

Jonathan Valk (CRD# 1046546) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Stamford, CT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Stamford, CT Jun 2010 - Current 6
Raymond James & Associates, Inc. Wilton, CT Mar 2008 - May 2010 2
Wachovia Securities, LLC Wilton, CT Jan 2008 - Mar 2008 < 1
Wachovia Securities, LLC Wilton, CT Jan 2008 - Mar 2008 < 1
A. G. Edwards & Sons, Inc. Wilton, CT Dec 1984 - Mar 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
Contact Info for Jonathan L. Valk
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    9,080
    MILLIONS
  • Total Number of Accounts
    19,246
    ACCOUNTS
  • Average Account Value
    $471,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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