JD
Jaime Dashevschi
VALLEY FINANCIAL MANAGEMENT
Aventura, FL 33180
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CRD#: 4752743
JD
Professional summary
Jaime Dashevschi is a registered financial advisor currently at VALLEY FINANCIAL MANAGEMENT, INC. located in Aventura, Florida and VALLEY WEALTH MANAGERS, INC. located in Aventura, Florida.
Jaime is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jaime has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
the name of the other business; Timao LLC whether the business is investment-related; No the address of the other business; 21321 NE 23rd Ave, Miami FL, 33180 the nature of the other business; Rental your position; Renter title, or relationship with the other business; LLC the start date of your relationship; 2011 the approximate number of hours/month you devote to the other business; 1 hour the number of hours you devote to the other business during securities trading hours; 0 Is position compensated: No If compensated, expected compensation: NA Is the outside entity or any of its authorized parties a client? No Please also provide any documents that give color on the organization and your proposed role. For example: a mission statement or website, and / or a charter outlining the position's specific responsibilities with the entity.
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Dashevschi'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®
NoneExperience
Current
June 7, 2023 - Present
VALLEY FINANCIAL MANAGEMENT, INC.
Office #1: 19495 Biscayne Blvd. Suite 500, Aventura, FL 33180RIA
BD
CRD#: 105387
Aventura, FL
Current
August 29, 2023 - Present
VALLEY WEALTH MANAGERS, INC.
Office #1: 19495 Biscayne Blvd. Suite 500, Aventura, FL 33180RIA
CRD#: 108879
Aventura, FL
Current
April 15, 2004 - Present
VALLEY FINANCIAL MANAGEMENT, INC.
Office #1: 19495 Biscayne Blvd. Suite 500, Aventura, FL 33180RIA
BD
CRD#: 105387
Aventura, FL
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".
VW
VALLEY WEALTH MANAGERS, INC.
HALLMARK CAPITAL MANAGEMENT | VALLEY WEALTH MANAGERS, INC. | NEW CENTURY ASSET MANAGEMENT | HALLMARK CAPITAL MANAGEMENT INC
CRD#: 108879 / SEC#: 801-25461
RIA
Registered Investment Advisory firm - (10/11/1985 Approved)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(11/19/2021)
RR
California(12/3/2010)
RR
Colorado(9/16/2015)
RR
Florida(5/22/2007)
IAR
Florida(6/7/2023)
RR
Illinois(10/11/2019)
RR
Maryland(12/3/2010)
RR
Massachusetts(4/28/2016)
RR
Michigan(9/11/2015)
RR
New Jersey(12/22/2012)
RR
New York(6/8/2004)
RR
Ohio(3/5/2012)
RR
Oregon(4/23/2025)
RR
Pennsylvania(9/5/2018)
RR
Texas(12/3/2010)
RR
Washington(3/27/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VW
VALLEY WEALTH MANAGERS, INC.
HALLMARK CAPITAL MANAGEMENT | VALLEY WEALTH MANAGERS, INC. | NEW CENTURY ASSET MANAGEMENT | HALLMARK CAPITAL MANAGEMENT INC
CRD#: 108879 / SEC#: 801-25461
RIA
Registered Investment Advisory firm - (10/11/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652
Mailing Address
Phone number
(888) 794-7940
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,957 |
| AUM (Assets Under Management) | $ 2,317,257,859 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 | ||
| 09/07/2023 | ||
| 10/04/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALLEY WEALTH MANAGERS, INC.
CRD#: 108879Aventura, FL 33180TRUST BUT VERIFY
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