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Jonathan Michael Valerie

ENGLESON & ASSOCIATES, INC.·ROCHESTER, New York
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930 EAST AVENUE, ROCHESTER, NY 14607CRD# 5716244Firm CRD# 126349
01

About

Jonathan Michael Valerie is a registered financial advisor based in ROCHESTER, New York, affiliated with ENGLESON & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ENGLESON & ASSOCIATES, INC.
ENGLESON & ASSOCIATES
AUM
$86M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ENGLESON & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5716244
Firm CRD# 126349
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Michael Valerie offer?
Jonathan Michael Valerie specializes in Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.
What are Jonathan Michael Valerie's credentials?
Jonathan Michael Valerie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Michael Valerie located?
Jonathan Michael Valerie is based in ROCHESTER, New York, working with ENGLESON & ASSOCIATES, INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Jonathan Michael Valerie charge for services?
Jonathan Michael Valerie's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENGLESON & ASSOCIATES, INC.?
ENGLESON & ASSOCIATES, INC. has approximately 2 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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