Yi Ji
Investment adviser representative at Valley Wealth Managers, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.7BFirm assets
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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
11 years in the industry.
- Valley Wealth Managers, Inc.Dec 2024 to now
- Valley Financial Management, Inc.Oct 2024 to now
- Valley National BankJun 2024 to now
- UnemployedSep 2022 to Jun 2024
- York Bridge Wealth ManagementMay 2019 to Sep 2022
- UnemployedOct 2018 to May 2019
- Commonwealth Financial NetworkAug 2018 to Oct 2018
- The Insurance ExchangeMay 2018 to Oct 2018
- UnemployedFeb 2018 to May 2018
- The Insurance ExchangeFeb 2017 to Feb 2018
- UnemployedJan 2017 to Feb 2017
- University of Maryland College ParkAug 2015 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6656717
- Firm CRD
- 108879