Adviser and broker representative · Valley Financial Management, Inc.
Jason R. Calderwood
CRD 5218103 · West Palm Beach, FL
At a glance
Jason R. Calderwood is an investment adviser representative with Valley Financial Management, Inc. in West Palm Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2013, about 13 years ago. Jason is also registered as a broker representative.
Current advisory firms
- Valley Financial Management, Inc.Since July 2026West Palm Beach, FL · $0M in regulatory assets
- Valley Wealth Managers, Inc.Since August 2023Paramus, NJ · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Valley Financial Management, Inc.
- Carlos M. Batista GutierrezNew York
- Daniel H. BernzweigNew York · Chartered Financial Analyst
- Mark D. BubienChicago
- Kathleen M. BuskeNew York · Certified Financial Planner
- Jamie L. CaseyNew York
- Jaime DashevschiAventura
- Martin L. GaleTampa · Certified Financial Planner, Chartered Financial Consultant
- John A. GianniWhite Plains
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