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JV

Jennifer C. Valenti

OCTAURA SECURITIES
New York, NY 10001
Some features on this profile are disabled
CRD#: 7413201
JV

Professional summary

Jennifer Christine Valenti, who also goes by Jenny Valenti, is a registered financial professional currently at OCTAURA SECURITIES located in New York, New York.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2022. Jennifer has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jenny Valenti

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) - BD

Click below to view Jennifer Christine Valenti'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®
None

Experience

Current

January 21, 2026 - Present

OCTAURA SECURITIES

Office #1: 5 Pennsylvania Plaza 6 Floor South, New York, NY 10001
BD
CRD#: 321877
New York, NY
Past

March 12, 2024 - January 21, 2026

CITADEL SECURITIES LLC

BD
CRD#: 116797
New York, NY
Past

March 12, 2024 - January 21, 2026

CITADEL SECURITIES INSTITUTIONAL LLC

BD
CRD#: 281102
New York, NY
Past

September 7, 2022 - March 8, 2024

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings

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

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
New York
(1/21/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/15/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/6/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/29/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

OS
OCTAURA SECURITIES
OCTAURA SECURITIES | OCTAURA SECURITIES TRADINGCO LLC

CRD#: 321877 / SEC#: , 8-70933

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5 Pennsylvania Plaza 6 Floor South, New York, NY 10001
Mailing Address
5 Pennsylvania Plaza 6 Floor South, New York, NY 10001
Phone number
(212) 397-6133
Established
Delaware since 04/25/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
OCTAURA HOLDINGS LLCSOLE MEMBER
BEJILE, BRIAN [NMM]CHIEF EXECUTIVE OFFICER4829191
KIM, CRISTINA SOOJINCFO3266053
LODATO, JOSEPH WILLIAMCHIEF COMPLIANCE OFFICER AND FINOP1931988

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.

Company Information

OCTAURA SECURITIES

CRD#: 321877New York, NY 10001

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