Jonathan Michael Valerie

Current Employers

Employment History

• 09/2009 → 09/2019
  Summit Brokerage Services
  Rochester, NY
• 12/2007 → Present
  Salvatore'S
  Rochester, NY
• 09/2010 → Present
  Engleson & Associates Inc
  Rochester, NY
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-07-11 → 2021-05-20
  Summit Financial Group Inc
  Rochester, NY

Other Businesses

1. NAME OF OTHER BUSINESS: ENGLESON & ASSOCIATES, INC. - INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 9/2010; APX NUMBER OF HOURS PER WEEK: 55; APX NUMBER OF HOURS DURING TRADING HOURS: 6.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; (2) SALVATORES'S; 455 MT. READ BLVD, ROCHESTER NY 14606; ATTORNEY; PROVIDING VARYING LEVELS OF LEGAL ADVICE; 5 TO 10 HRS A MONTH ALL DURING TRADING HOURS; COMPENSATION IS HOURLY/FLAT FEE. (3) THE LUKKEN GROUP LLC; NOT INVESTMENT RELATED; SAME ADDRESS AS REGISTERED BRANCH; PURCHASING PROPERTIES FOR THE PURPOSE OF RENTAL AND/OR DEVELOPMENT; CEO/PRESIDENT; 01/2019; APPX 7.5 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; INVOLVED IN THE PURCHASE AND DEVELOPMENT OF REAL ESTATE FOR THE PURPOSES OF RENTAL AND SALE. MOSTLY RESIDENTIAL BUT MAY INCLUDE COMMERCIAL AT SOME POINT IN THE FUTURE. (4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/20 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND LONG TERM CARE

Exams

• S66 Uniform Combined State Law Examination
  2010-09-03

Other Names

• Jonathan Valerie