Adviser and broker representative · Valley Wealth Managers, Inc.
Yi Ji
CRD 6656717 · New York, NY
At a glance
Yi Ji is an investment adviser representative with Valley Wealth Managers, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Yi’s SEC record dates to 2024, about 1 years ago. Yi is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Valley Wealth Managers, Inc.Since December 2024New York, NY · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Yi’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
- Locked
- 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.
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- Michael ZaremskyNew York
- Thomas R. AlonsoParamus · Chartered Financial Analyst
- Anthony M. AmaroAventura
- Brian AsmanParamus
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