linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jayme Alan Russo

Valley Brook Capital Group

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

About Jayme Alan Russo

Jayme Russo is a financial advisor in Venetia, PA with over 20 years of experience. Jayme is currently registered with Valley Brook Capital Group and has been with the firm since 2004. Jayme's previous experience includes positions with Dautrich, Seiler Financial Services, Inc., Charles Schwab & Co., Inc. and Parker/Hunter Incorporated. Jayme holds Series 63, Series 7, and SIE licenses and is a Registered Investment Advisor in Pennsylvania. Jayme specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Jayme Russo is currently registered with Valley Brook Capital Group. Valley Brook Capital Group is an investment advisor located in Venetia, Pennsylvania. The firm manages over $168 million in assets for a diverse range of clients, including individuals, corporations, and retirement plans. Valley Brook Capital Group provides financial planning, pension consulting, and portfolio management services.
Valley Brook Capital Group

538 VALLEY BROOK ROAD

VENETIA, PA 15367

$168.81M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

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.

Jayme Russo’s Registration & Firm History

PA

12/23/2004 - Present

Valley Brook Capital Group (VENETIA PA)

PA

02/07/2005 - 01/02/2015

DAUTRICH, SEILER FINANCIAL SERVICES, INC. (VENETIA PA)

TX

10/27/1997 - 11/01/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

PA

10/16/1995 - 10/10/1997

PARKER/HUNTER INCORPORATED (PITTSBURGH PA)

Not sure if Jayme Alan Russo is right for you?

Licenses & Designations

BC

Issued 10/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jayme Alan Russo. Review regulatory record here.
Not sure if Jayme Alan Russo is right for you?