Jonathan Valerie
Jonathan Valerie is a registered investment advisor at Engleson & Associates, based in Rochester, NY, with 15 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 365 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Engleson & Associates' annual fees for investment management are based on a percentage of the value of your portfolio and generally range from 0.75% to 3%. The specific fee schedule is identified in the contract between Engleson & Associates and each client. Discounts may be offered to family members and friends of associated persons of Engleson & Associates.
Location
930 East Avenue, Suite 300, Rochester, NY, 14607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan works as an Investment Advisory Representative for Engleson & Associates, Inc., dedicating nearly full-time hours to financial planning and asset management. He also provides legal advice as an attorney, spending minimal time, and is the CEO/President of The Lukken Group LLC, a real estate investment company, dedicating minimal time. Finally, Jonathan is an insurance agent selling life, disability, and long-term care insurance, dedicating minimal time.
Employment History
Current Registrations
Engleson & Associates
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.