Valley Ridge Wealth

Valley Ridge Wealth (CRD# 316203) is a financial advisory firm headquartered in Edina, MN. They manage $10,932,400 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6505 Limerick Dr., Edina, MN 55439
https://www.valleyridgewealth.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $111,555
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Valley Ridge Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Jon Jandro, financial advisor Edina MN
Jon H. Jandro
CRD#: 6258996
6505 Limerick Dr., Edina, MN 55439

Jon Jandro (CRD# 6258996) is an Investment Advisor Representative working at Valley Ridge Wealth in Edina, MN and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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