Jesse M. Vanvalin

PROCYON

Flint, MI 48502

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CRD#: 5292837

Professional summary

Jesse Michael Vanvalin, who also goes by Jason Michael Vanvalin, is a registered financial advisor currently at PROCYON located in Flint, Michigan.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jesse has worked at 5 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Michael Vanvalin'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

December 8, 2025 - Present

PROCYON

Office #1: 607 E Second Ave Suite 100, Flint, MI 48502

RIA

CRD#: 288239

Flint, MI

Past

April 28, 2021 - December 8, 2025

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

RIA

CRD#: 312989

FLINT, MI

Past

April 28, 2021 - December 5, 2025

AE FINANCIAL SERVICES, LLC

CRD#: 298608

Flint, MI

Past

February 9, 2010 - April 29, 2021

SPC

RIA

CRD#: 110692

FLINT, MI

Past

March 30, 2007 - April 29, 2021

SIGMA FINANCIAL CORPORATION

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".

PROCYON

CRD#: 288239 / SEC#: 801-110493

RIA

Registered Investment Advisory firm - (5/26/2017 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.

Highlighted states indicate IAR registrations

IAR

Michigan
(12/8/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/3/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/23/2007

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: 3/29/2007

General Securities Representative Examination

Current Firm

PROCYON

CRD#: 288239 / SEC#: 801-110493

RIA

Registered Investment Advisory firm - (5/26/2017 Approved)

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Contact information

Main Address

1 Corporate Drive Suite 225, Shelton, CT 06484

Mailing Address

Phone number

(475) 232-2704

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROCYON DISCLOSURE BROCHURE (11/17/2025)

Regulatory assets under management

Total Number of Accounts	5,638
AUM (Assets Under Management)	$ 7,769,672,465

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.

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Firm Stability Insights

Jesse M. Vanvalin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Michael Vanvalin's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

AE FINANCIAL SERVICES, LLC

SPC

SIGMA FINANCIAL CORPORATION

Primary Firm SEC Registration

PROCYON

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2009

Series 63

Date: 5/23/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/29/2007

Current Firm

PROCYON

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROCYON

TRUST BUT VERIFY

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