Unclaimed Profile

Jamie Mayo

VALLEY WEALTH MANAGERS, INC.·PARAMUS, New Jersey

Clean recordVALLEY WEALTH MANAGERS, INC.

80 EAST RIDGEWOOD AVE, PARAMUS, NJ 07652CRD# 3113603Firm CRD# 108879

Profile Verification

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

Identity

Jamie Mayo · PARAMUS, NJ

Registration

CRD #3113603 · VALLEY WEALTH MANAGERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VALLEY WEALTH MANAGERS, INC.

AUM

$2.2B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3113603

Firm CRD# 108879

View on FINRA BrokerCheck →

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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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