JH
Jonathan D. Herbruck
VALMARK ADVISERS
Mentor, OH 44060
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CRD#: 2078003
JH
Professional summary
Jonathan David Herbruck, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mentor, Ohio and VALMARK SECURITIES, INC. located in Mentor, Ohio.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jonathan has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) LIFE INSURANCE TRAILS FROM VARIOUS COMPANIES INSURANCE/// 2) Grand River Capital LLC.. Mentor, Ohio; 100% Owner; Executive officer providing benefits and payroll to the staff of Grand River Capital; Management and the same as Concord; Not investment related. Started 4/1/19; Over 40 hours per month. Compensation is base salary with annual distributions./// 3) The James D Yurman Revocable Living Trust Dated February 6th, 2014, Trustee, 946 Cranbrook Drive, Brecksville Ohio 44141, Execution of clients estate directions in his trust, not investment related, 1-5 hours per month, started 11/2014./// 4) The Bill and Ruth Mary Service Foundation, Treasurer, Charitable Foundation , started 4/10/19, 1-5 hours per month, The intent is to provide support to the Andover community in Ohio , receive compensation for my services to the foundation through advisory fees.///
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Herbruck's 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®
CFP®
Start date: 2007
Experience
Current
November 7, 2000 - Present
VALMARK ADVISERS, INC.
Office #1: 8500 Station Street Suite 300g, Mentor, OH 44060RIA
CRD#: 108050
Mentor, OH
Current
November 16, 1999 - Present
VALMARK SECURITIES, INC.
Office #1: 8500 Station Street Suite 300g, Mentor, OH 44060BD
CRD#: 31243
Mentor, OH
Past
July 8, 2002 - October 16, 2017
CONCORD ADVISORS RIA
RIA
CRD#: 120800
CONCORD, OH
Past
April 2, 1991 - November 15, 1999
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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".
VA
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)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.RR
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
RR
Arizona(11/20/2015)
RR
California(10/27/2005)
RR
Colorado(12/8/2011)
RR
Connecticut(7/11/2011)
RR
District of Columbia(4/22/2010)
IAR
District of Columbia(3/1/2016)
RR
Florida(10/22/2003)
IAR
Florida(8/1/2025)
RR
Georgia(1/4/2010)
RR
Idaho(6/19/2012)
RR
Illinois(4/14/2005)
IAR
Illinois(1/21/2016)
RR
Indiana(8/2/2001)
IAR
Indiana(1/22/2016)
IAR
Iowa(9/22/2023)
RR
Kansas(9/16/2015)
RR
Kentucky(11/16/1999)
RR
Maine(1/2/2013)
RR
Massachusetts(2/15/2005)
IAR
Massachusetts(1/29/2016)
RR
Michigan(7/28/2009)
IAR
Michigan(1/22/2016)
RR
Montana(2/12/2003)
IAR
Montana(6/29/2010)
RR
Nebraska(3/14/2012)
RR
New Jersey(9/23/2009)
RR
New Mexico(12/7/2015)
IAR
New Mexico(12/11/2015)
RR
New York(3/19/2012)
IAR
New York(4/6/2021)
RR
North Carolina(4/2/2008)
IAR
North Carolina(1/26/2016)
RR
North Dakota(7/5/2022)
RR
Ohio(11/16/1999)
IAR
Ohio(11/7/2000)
RR
Oklahoma(1/13/2020)
RR
Pennsylvania(11/16/1999)
IAR
Pennsylvania(12/14/2015)
RR
South Carolina(2/17/2009)
RR
Texas(1/6/2011)
IAR
Texas(12/11/2015)
RR
West Virginia(10/1/2001)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Mentor, OH 44060TRUST BUT VERIFY
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