JM
Jonathan Michael Valerie
CRD 5716244
Firms
| Firm | Role | As of |
|---|---|---|
| Cetera Investment Advisers Llc | Registered representative | 07/20/2026 |
| Engleson & Associates, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Engleson & Associates, Inc.
President, Chief Executive Officer, Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗