Jamie Mayo
Chief Financial OfficerValley Financial Management, Inc.CRD 3113603
About Jamie Mayo
Jamie Mayo is listed as Chief Financial Officer at Valley Financial Management, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Jamie Mayo is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Valley Financial Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jamie Mayo work?
Jamie Mayo is listed as Chief Financial Officer at Valley Financial Management, Inc. on SEC Form ADV.
How much of Valley Financial Management, Inc. does Jamie Mayo own?
Form ADV reports a beneficial ownership band of Under 5%.
Valley Financial Management, Inc.
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Valley Wealth Managers, Inc.
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |