JV
Jesse M. Vanvalin
OLIVER LAGORE VANVALIN INVESTMENT GROUP
FLINT, MI 48502
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CRD#: 5292837
JV
Professional summary
Jesse Michael Vanvalin, who also goes by Jason Michael Vanvalin, is a registered financial advisor currently at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. located in Flint, Michigan and AE FINANCIAL SERVICES, LLC located in Livonia, Michigan.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jesse has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Michael Vanvalin
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.) OLV INVESTMENT GROUP; YES INVESTMENT RELATED; 607 E. SECOND AVE, SUITE 100 FLINT, MI 48502; INSURANCE SALES; OWNER/ADVISOR/CIO; START DATE 08/2014; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) OLV FOUNDATION; YES INVESTMENT RELATED; 607 E. SECOND AVE, SUITE 100 FLINT, MI 48502; INSURANCE SALES; BOARD MEMBER; START DATE 2017; APPROX 1 HRS/MONTH; APPROX 1 HRS/MONTH DURING TRADING; WATCH OVER THE BUILDING. 3.) OLV REAL ESTATE; YES INVESTMENT RELATED; 607 E. SECOND AVE, SUITE 100 FLINT, MI 48502; INSURANCE SALES; OWNER; START DATE 2019; APPROX 1 HRS/MONTH; APPROX 1 HRS/MONTH DURING TRADING; WATCH OVER THE BUILDING. 4.) OLV TAX PREP; YES INVESTMENT RELATED; 607 E. SECOND AVE, SUITE 100 FLINT, MI 48502; INSURANCE SALES; OWNER; START DATE 2016; APPROX 1 HRS/MONTH; APPROX 1 HRS/MONTH DURING TRADING; TAX PREPARATION. 5.) 1/1/2022: KEY OF HOPE-NOT FOR PROFIT; BOARD MEMBER. NO COMPENSATION RECEIVED. NO CHECK WRITING AUTHORITY. LESS THAN 5 HOURS/ MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Michael Vanvalin'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
April 28, 2021 - Present
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
Office #1: 607 East Second Avenue Suite 100, Flint, MI 48502RIA
CRD#: 312989
FLINT, MI
Current
April 28, 2021 - Present
AE FINANCIAL SERVICES, LLC
Office #1: 38705 7 Mile Rd Ste 155, Livonia, MI 48152Office #2: 800 W University Drive Suite B, Rochester, MI 48307Office #3: 607 E 2nd Ave Suite 100, Flint, MI 48502Office #4: 6698 Lebanon Rd, Frisco, TX 75034BD
CRD#: 298608
Livonia, MI
Past
February 9, 2010 - April 29, 2021
SPC
RIA
CRD#: 110692
FLINT, MI
Past
March 30, 2007 - April 29, 2021
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
LIVONIA, MI
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".
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
Registered Investment Advisory firm - (4/26/2021 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
Alabama(6/4/2021)
RR
Arizona(5/17/2021)
RR
California(4/29/2021)
RR
Colorado(4/29/2021)
RR
District of Columbia(5/21/2021)
RR
Florida(5/17/2021)
RR
Georgia(5/20/2021)
RR
Iowa(4/29/2021)
RR
Kentucky(4/28/2021)
RR
Massachusetts(4/29/2021)
IAR
Michigan(4/28/2021)
RR
Michigan(5/17/2021)
RR
Mississippi(10/4/2021)
RR
Missouri(4/29/2021)
RR
Nevada(5/20/2021)
RR
New Hampshire(4/29/2021)
RR
New Jersey(4/28/2021)
RR
New York(5/18/2021)
RR
North Carolina(4/30/2021)
RR
Ohio(4/28/2021)
RR
Pennsylvania(4/29/2021)
RR
South Carolina(5/20/2021)
RR
Tennessee(5/20/2021)
RR
Texas(5/17/2021)
IAR
Texas(3/10/2022)
RR
Utah(4/29/2021)
RR
Virginia(5/17/2021)
RR
Wisconsin(4/29/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OL
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC
CRD#: 312989 / SEC#: 801-120957
RIA
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Contact information
Main Address
607 East Second Avenue Suite 100, Flint, MI 48502
Mailing Address
Phone number
(810) 744-4450
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,606 |
| AUM (Assets Under Management) | $ 607,147,202 |
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.
