Jason Velencia
Investment adviser representative at Dvb Private Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$225.7MFirm 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 assetsFixed 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
11 years in the industry.
- Dvb Private WealthAug 2026 to now
- LPL Financial LLCAug 2018 to Aug 2026
- Private Advisor Group, LLCJul 2018 to Aug 2026
- Inter-luxMar 2017 to Jun 2018
- Jeezny Consulting, LLCOct 2016 to Mar 2017
- University of BaltimoreAug 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Dvb Private Wealth
Legal name: Dvb Private Wealth LLC
$225.7MAssets managed
249Clients
4Advisers
Under 1 yearIn 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
- 6976612
- Firm CRD
- 341684