Jamie Lynn Casey

Valley Financial Management, Inc.

Valley Wealth Managers, Inc.

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Current Employers

Valley Financial Management, Inc.

350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-23

NY RA
APPROVED

Since 2026-06-23

Branch Locations

350 Madison Avenue, New York, NY 10017 • United States

Bronxville, NY • United States

Valley Wealth Managers, Inc.

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-07-27

NY RA
APPROVED

Since 2023-07-27

Branch Locations

350 Madison 4Th Floor, New York, NY 10017 • United States

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Leumi Investment Services	Chicago	IL	12/2012	04/2022
Bank Leumi Usa	New York	NY	12/2016	04/2022
Bank Leumi Usa	Chicago	IL	02/2013	12/2016
Valley Financial Management, Inc.	New York	NY	04/2022	Present
Valley National Bank	New York	NY	04/2022	Present
Valley Wealth Managers, Inc.	New York	NY	07/2023	Present

12/2012 → 04/2022

Leumi Investment Services

Chicago, IL
12/2016 → 04/2022

Bank Leumi Usa

New York, NY
02/2013 → 12/2016

Bank Leumi Usa

Chicago, IL
04/2022 → Present

Valley Financial Management, Inc.

New York, NY
04/2022 → Present

Valley National Bank

New York, NY
07/2023 → Present

Valley Wealth Managers, Inc.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-29

S66 Uniform Combined State Law Examination

2012-03-29

Other Names

Jamie Lynn Rabuano

View on SEC IAPD

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