Jason Robert Calderwood
Investment adviser representative at Valley Wealth Managers, Inc.
10 yearsExperience
1 stateRegistered in
$2.7BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Valley Wealth Managers, Inc.Jul 2023 to now
- Valley Financial Management, Inc.Apr 2023 to now
- Valley National BankApr 2023 to now
- Pruco Securities, LLCMay 2019 to Mar 2023
- The Prudential Insurance Company of AmericaMay 2019 to Mar 2023
- PNC BankJun 2016 to Apr 2019
- PNC InvestmentsJun 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Valley Wealth Managers, Inc.
$2.7BAssets managed
969Clients
47Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5218103
- Firm CRD
- 108879