Joseph Glenn Valerio

Employer firm

Modera Wealth Management, LLC CRD 155649

$17.7B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 04/2022
  Fidelity Investments
  Jacksonville, FL
• 11/2018 → 05/2020
  Vivint
  Jacksonville, FL
• 08/2017 → 08/2018
  Palms Fish Camp
  Jacksonville, FL
• 08/2016 → 08/2017
  Marble Slab
  Jacksonville, FL
• 06/2018 → 05/2022
  University Of North Florida
  Jacksonville, FL
• 08/2014 → 06/2018
  Bishop Kenny High School
  Jacksonville, FL
• 06/2022 → 09/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2023 → 12/2024
  Merriman Wealth Management
  Bellevue, WA
• 01/2025 → 06/2026
  Northstar Financial Planners, Inc.
  Plantation, FL
• 06/2026 → Present
  Modera Wealth Management, Llc
  Westwood , NJ

Previous Registrations

• 2025-01-10 → 2026-07-10
  Northstar Financial Planners, Inc.
  Plantation, FL
• 2023-10-12 → 2024-12-19
  Merriman
  Bellevue, WA
• 2022-07-28 → 2023-10-04
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-07-27
• S63 Uniform Securities Agent State Law Examination
  2021-08-17

Designations

• Certified Financial Planner

Other Names

• Joseph Glenn Valerio
• Joseph Valerio