Jonathan Michael Valerie
Investment adviser representative at Engleson & Associates
19 yearsExperience
1 stateRegistered in
$114.5MFirm assets
18 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2019 to now
- Engleson & Associates IncSep 2010 to now
- Salvatore'sDec 2007 to now
- Summit Brokerage ServicesSep 2009 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Engleson & Associates
Legal name: Engleson & Associates, Inc.
$114.5MAssets managed
362Clients
1Advisers
18 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
- 5716244
- Firm CRD
- 126349