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.
| Title | President, Chief Executive Officer, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2015 |