linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Steven Valavanis

J.w. Cole Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Steven Valavanis

Jason Steven Valavanis is a financial advisor who has been in the industry since August 14, 1994. Jason is currently registered with J.w. Cole Financial, Inc. in Melbourne, Florida. Jason has a broad range of experience, including working with LPL Financial Corporation and MetLife Securities Inc.. Jason holds several licenses, including Series 7, Series 6, Series 24, Series 26, Series 31, Series 63, and SIE.

Firm Information

Jason Valavanis is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Valavanis’s Registration & Firm History

FL

06/25/2010 - Present

J.w. Cole Financial, Inc. (MELBOURNE FL)

FL

01/04/2000 - 07/02/2010

LPL FINANCIAL CORPORATION (MELBOURNE FL)

MA

02/23/1994 - 07/14/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/23/1994 - 07/14/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

Not sure if Jason Steven Valavanis is right for you?

Licenses & Designations

BC

Issued 11/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2001

Series 24 - General Securities Principal Examination

BC

Issued 05/11/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 06/01/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jason Steven Valavanis. Review regulatory record here.
Not sure if Jason Steven Valavanis is right for you?