Chief Financial Officer · Valley Wealth Managers, Inc.
Jamie Mayo
CRD 3113603 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Valley Wealth Managers, Inc., an SEC-registered wealth manager based in Paramus, NJ with $2.7 billion in regulatory assets, lists Jamie Mayo on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Jamie at 1 other registered adviser.
Firms and roles
- Valley Wealth Managers, Inc.Chief Financial OfficerWealth manager · Paramus, NJ · $2.7B in regulatory assets
- Valley Financial Management, Inc.Chief Financial OfficerBroker-dealer firm · New York, NY · $0M in regulatory assets
AtlasMembers
Jamie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Steven A. TussiHead of Investment Strategy, Valley Wealth Managers, Inc.
- Michael ZaremskyPresident, Chairman of the Board, Valley Wealth Managers, Inc.
- Collyn B. GilbertDirector, Valley Wealth Managers, Inc.
- Mitchell CrandellDirector, Valley Wealth Managers, Inc.
- Christopher Jon GawleyGeneral Counsel, Corporate Secretary, Valley Wealth Managers, Inc.
5 more people named with Jamie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jamie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.