John Jaime Valencia
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJan 2024 to now
- Edward JonesSep 2019 to Jan 2024
- The Money Store (mld Mortgage Inc)Apr 2018 to Sep 2019
- Loan Depot MortgageNov 2017 to Apr 2018
- AmazonNov 2017 to Nov 2017
- Eagle Home MortgageApr 2017 to Oct 2017
- Southeast MortgageFeb 2017 to Apr 2017
- Bridgeview Bank Group (bbmc)Aug 2016 to Jan 2017
- Fedex GroundJul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7169136
- Firm CRD
- 6413