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Jessica Neely Valentine

VALENTINE VENTURES, LLC·BEND, Oregon
Unclaimed Profile
550 SW INDUSTRIAL WAY, BEND, OR 97702CRD# 5034341Firm CRD# 135060
01

About

Jessica Neely Valentine is a registered financial advisor based in BEND, Oregon, affiliated with VALENTINE VENTURES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALENTINE VENTURES, LLC
VALENTINE VENTURES, LLC
AUM
$138M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VALENTINE VENTURES, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5034341
Firm CRD# 135060
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jessica Neely Valentine offer?
Jessica Neely Valentine specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BEND, Oregon for a consultation.
What are Jessica Neely Valentine's credentials?
Jessica Neely Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Neely Valentine located?
Jessica Neely Valentine is based in BEND, Oregon, working with VALENTINE VENTURES, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does Jessica Neely Valentine charge for services?
Jessica Neely Valentine'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 VENTURES, LLC?
VALENTINE VENTURES, LLC has approximately 5 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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