Jason Jose Valdez

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2014 → 07/2018
  Knights Of Columbus
  Manalapan, NJ
• 04/2018 → 08/2026
  Thrivent Investment Management Inc
  Boca Raton, FL
• 07/2018 → 09/2018
  Thrivent Financial
  Appleton, WI
• 09/2018 → 08/2026
  Thrivent Financial
  Appleton, WI
• 08/2026 → Present
  Equity Services Inc
  Montpelier, VT
• 08/2026 → Present
  National Life Group
  Westlake, FL

Previous Registrations

• 2018-07-03 → 2026-08-27
  Thrivent Investment Management Inc.
  Montvale, NJ
  Manalapan, NJ
  Boca Raton, FL

Other Businesses

*CORNERSTONE ADVISOR GROUP LLC, 15176 CAMEO CT, WESTLAKE, FL, 33470, ONGOING, INV REL, 08/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES LLC, 15176 CAMEO CT, WESTLAKE, FL, 33470, ONGOING, INV REL, 08/2026, TAX PREPARATION/ BOOKKEEPING/DAILY, NOT DURING TRD/HRS, 0%.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-14