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Jamie Mayo

VALLEY WEALTH MANAGERS, INC.·PARAMUS, New Jersey
Unclaimed Profile
80 EAST RIDGEWOOD AVE, PARAMUS, NJ 07652CRD# 3113603Firm CRD# 108879
01

About

Jamie Mayo is a registered financial advisor based in PARAMUS, New Jersey, affiliated with VALLEY WEALTH MANAGERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALLEY WEALTH MANAGERS, INC.
VALLEY WEALTH MANAGERS, INC.
AUM
$2.2B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at VALLEY WEALTH MANAGERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3113603
Firm CRD# 108879
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie Mayo offer?
Jamie Mayo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are Jamie Mayo's credentials?
Jamie Mayo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Mayo located?
Jamie Mayo is based in PARAMUS, New Jersey, working with VALLEY WEALTH MANAGERS, INC.. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does Jamie Mayo charge for services?
Jamie Mayo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY WEALTH MANAGERS, INC.?
VALLEY WEALTH MANAGERS, INC. has approximately 52 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PARAMUS
George Robert Kress — VALLEY WEALTH MANAGERS, INC.Richard Gaspare Dragotta — PRIVATE PORTFOLIO PARTNERS, LLCDennis Mcpartlan — PRIVATE PORTFOLIO PARTNERS, LLCMichael Joseph Obrien — VALLEY WEALTH MANAGERS, INC.Ralph Sandy Margel — RALPH S. MARGEL & ASSOCIATES, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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