Unclaimed Profile

John Joseph Gardner

VALENTINE CAPITAL ASSET MANAGEMENT, INC.·DANVILLE, California

Series 7, Series 31, Series 63CFP21 years registeredVALENTINE CAPITAL ASSET MANAGEMENT, INC.

588 SAN RAMON VALLEY BOULEVARD, DANVILLE, CA 94526CRD# 1306496Firm CRD# 140861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Gardner · DANVILLE, CA

Registration

CRD #1306496 · VALENTINE CAPITAL ASSET MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

BLACKHAWK WEALTH ADVISORS

Apr 2011 – present

EQUITY RESEARCH & PORTFOLIO EVALUATION, INC.

Jan 2010 – Dec 2010

ALAMO, CA

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

Aug 2007 – Jun 2014

DANVILLE, CA

EQUITY RESEARCH & PORTFOLIO EVALUATION, INC.

Jan 2005 – Dec 2005

DANVILLE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Registration record

First registered · January 1, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2025Regulatory·Final

1995Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

CRD 140861 · SEC 801-67070

AUM

$367M

Regulatory assets under management

Employees

291 client accounts

Services offered by VALENTINE CAPITAL ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALENTINE CAPITAL ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does John Joseph Gardner offer?

John Joseph Gardner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.

What are John Joseph Gardner's credentials?

John Joseph Gardner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Joseph Gardner located?

John Joseph Gardner is based in DANVILLE, California, working with VALENTINE CAPITAL ASSET MANAGEMENT, INC.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.

How does John Joseph Gardner charge for services?

John Joseph Gardner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALENTINE CAPITAL ASSET MANAGEMENT, INC.?

VALENTINE CAPITAL ASSET MANAGEMENT, INC. has approximately 4 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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