Joseph F. Villa

VALMARK ADVISERS

LIVINGSTON, NJ 07039

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CRD#: 1295278

Professional summary

Joseph Francis Villa JR, who also goes by Joseph Francis VIlla, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Livingston, New Jersey and VALMARK SECURITIES, INC. located in Livingston, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Joseph has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Francis Villa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Villa JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 29, 2004 - Present

VALMARK ADVISERS, INC.

Office #1: 354 Eisenhower Parkway Suite 2500, Livingston, NJ 07039

RIA

CRD#: 108050

LIVINGSTON, NJ

Current

February 2, 2004 - Present

VALMARK SECURITIES, INC.

Office #1: 354 Eisenhower Parkway Plaza Ii, Suite 2700, Livingston, NJ 07039

CRD#: 31243

Livingston, NJ

Past

January 22, 1998 - February 19, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

August 29, 1984 - February 2, 1998

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/2/2004)

IAR

Florida
(7/21/2016)

Hawaii
(2/2/2004)

Maryland
(3/20/2017)

IAR

Maryland
(1/11/2018)

New Jersey
(2/2/2004)

IAR

New Jersey
(3/29/2004)

New York
(2/2/2004)

IAR

New York
(4/6/2021)

IAR

North Carolina
(6/19/2018)

Pennsylvania
(2/4/2005)

IAR

Pennsylvania
(4/20/2016)

IAR

Vermont
(3/26/2024)

Virginia
(6/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/26/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/28/1984

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Joseph F. Villa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Villa JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/2004

Series 63

Date: 11/1/1984

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2001

Series 6

Date: 8/28/1984

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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