Joseph Francis Villa

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2024-03-26
NY	RA	APPROVED	2021-04-06
NC	RA	APPROVED	2018-06-19
MD	RA	APPROVED	2018-01-11
FL	RA	APPROVED	2016-07-21
PA	RA	APPROVED	2016-04-20
NJ	RA	APPROVED	2004-03-29

VT RA
APPROVED

Since 2024-03-26
NY RA
APPROVED

Since 2021-04-06
NC RA
APPROVED

Since 2018-06-19
MD RA
APPROVED

Since 2018-01-11
FL RA
APPROVED

Since 2016-07-21
PA RA
APPROVED

Since 2016-04-20
NJ RA
APPROVED

Since 2004-03-29

Branch Locations

354 Eisenhower Parkway Plaza Ii, Suite 2900, Livingston, NJ 07039 • 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
Nationallife Of Vermont	Montpelier	VT	03/1982	Present
National Life Ins Co	New York	NY	03/1982	Present
Valmark Securities, Inc.	Akron	OH	01/2004	Present
Valmark Advisers, Inc.	Akron	OH	03/2004	Present

03/1982 → Present

Nationallife Of Vermont

Montpelier, VT
03/1982 → Present

National Life Ins Co

New York, NY
01/2004 → Present

Valmark Securities, Inc.

Akron, OH
03/2004 → Present

Valmark Advisers, Inc.

Akron, OH

Other Businesses

1.)REAL ESTATE PARTNERSHIP WITH SISTER, JOSEPHINE LAYMAN, OWN A BUILDING IN JERSEY CITY, NJ 2.)NJ LIFE & CASUALTY ASSOCIATES, INC., 354 EISENHOWER PARKWAY; LIVINGSTON, NJ 07039/INSURANCE AGENT/40 HRS WK; STARTED 01/1997 3.)GROUP HEALTH INSURANCE THROUGH HEALTHNET, AETNA, HORIZON, BLUE CROSS BLUE SHIELD, OXFORD, ATLANTIS HIP. 4.)LIFE INSURANCE BROKER FOR NEW JERSEY LIFE AND CASUALTY FOR VARIOUS INSURANCE CARRIERS, RECEIVE COMMISSIONS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-26
S63	Uniform Securities Agent State Law Examination	1984-11-01

S65 Uniform Investment Adviser Law Examination

2004-03-26
S63 Uniform Securities Agent State Law Examination

1984-11-01

Other Names

Joseph Francis Villa

View on SEC IAPD