Unclaimed Profile

Jamie Mayo

VALLEY WEALTH MANAGERS, INC.·PARAMUS, New Jersey

SIE, Series 7, Series 27, Series 28, Series 99TOClean 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

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 28

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALLEY WEALTH MANAGERS, INC.

CRD 108879 · SEC 801-25461

AUM

$2.2B

Regulatory assets under management

Employees

1,997 client accounts

Services offered by VALLEY WEALTH MANAGERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALLEY WEALTH MANAGERS, INC. →

Introduction

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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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