Maria Juliana Valencia
Investment adviser representative at Shum Financial Group, Inc.
10 yearsExperience
2 statesRegistered in
$322MFirm 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
Experience
10 years in the industry.
- Shum Financial Group, Inc.May 2021 to now
- Brown Sugar KitchenAug 2020 to Feb 2021
- Tulane UniversityJan 2019 to Jun 2020
- Los Andes UniversityAug 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Shum Financial Group, Inc.
$322MAssets managed
330Clients
4Advisers
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
- 7810117
- Firm CRD
- 285426