Jesse Michael Vanvalin
Investment adviser representative at Procyon
19 yearsExperience
1 stateRegistered in
$9.2BFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- ProcyonDec 2025 to now
- Procyon Advisors, LLCDec 2025 to now
- Ae Financial Services, LLCApr 2021 to Dec 2025
- Oliver Lagore Vanvalin Investment Group, Inc.Apr 2021 to Dec 2025
- Sigma Planning CorporationFeb 2010 to Apr 2021
- Sigma Financial CorporationMar 2007 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 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
- 5292837
- Firm CRD
- 288239