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Yi Ji

Valley Wealth Managers, Inc.

New York, NY

Paramus, NJ

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Current Employers
Valley Wealth Managers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-12
  • NY RA
    APPROVED
    Since 2024-12-12

Branch Locations

350 Madison Ave 4Th Fl, 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
OrganizationCityStateFromTo
The Insurance Exchange Rockville MD 05/2018 10/2018
Unemployed Nanjing 02/2018 05/2018
The Insurance Exchange Rockville MD 02/2017 02/2018
University Of Maryland College Park College Park MD 08/2015 12/2016
Unemployed Nanjing 01/2017 02/2017
University Of Maryland College Park College Park MD 08/2015 12/2016
Commonwealth Financial Network Waltham MA 08/2018 10/2018
Unemployed New York NY 10/2018 05/2019
York Bridge Wealth Management New York NY 05/2019 09/2022
Unemployed New York NY 09/2022 06/2024
Valley National Bank New York NY 06/2024 Present
Valley Financial Management, Inc. New York NY 10/2024 Present
Valley Wealth Managers, Inc. New York NY 12/2024 Present
  • 05/2018 → 10/2018
    The Insurance Exchange
    Rockville, MD
  • 02/2018 → 05/2018
    Unemployed
    Nanjing
  • 02/2017 → 02/2018
    The Insurance Exchange
    Rockville, MD
  • 08/2015 → 12/2016
    University Of Maryland College Park
    College Park, MD
  • 01/2017 → 02/2017
    Unemployed
    Nanjing
  • 08/2015 → 12/2016
    University Of Maryland College Park
    College Park, MD
  • 08/2018 → 10/2018
    Commonwealth Financial Network
    Waltham, MA
  • 10/2018 → 05/2019
    Unemployed
    New York, NY
  • 05/2019 → 09/2022
    York Bridge Wealth Management
    New York, NY
  • 09/2022 → 06/2024
    Unemployed
    New York, NY
  • 06/2024 → Present
    Valley National Bank
    New York, NY
  • 10/2024 → Present
    Valley Financial Management, Inc.
    New York, NY
  • 12/2024 → Present
    Valley Wealth Managers, Inc.
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    2025-02-10
Designations
Other Names
  • Emily Ji

View on SEC IAPD

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STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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