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Jonathan Michael Valerie

President, Chief Executive Officer, Chief Compliance OfficerEngleson & Associates, Inc.CRD 5716244

About Jonathan Michael Valerie

Jonathan Michael Valerie is listed as President, Chief Executive Officer, Chief Compliance Officer at Engleson & Associates, Inc. in Rochester, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Engleson & Associates, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Michael Valerie work?

Jonathan Michael Valerie is listed as President, Chief Executive Officer, Chief Compliance Officer at Engleson & Associates, Inc. on SEC Form ADV.

How much of Engleson & Associates, Inc. does Jonathan Michael Valerie own?

Form ADV reports a beneficial ownership band of Over 75%.

Engleson & Associates, Inc.

TitlePresident, Chief Executive Officer, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2015
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