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JV

Juan E. Valdes

VENTURI PRIVATE WEALTH
Oklahoma City , OK 73114
Some features on this profile are disabled
CRD#: 8303831
JV
Juan Elias ValdesVENTURI PRIVATE WEALTH

Professional summary

Juan Elias Valdes is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Oklahoma City , Oklahoma.

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Juan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Elias Valdes'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

June 26, 2026 - Present

VENTURI PRIVATE WEALTH

Office #1: 11600 Broadway Extension, Ste 200 , Oklahoma City , OK 73114
RIA
CRD#: 169576
Oklahoma City , OK

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".
VENTURI PRIVATE WEALTH
VENTURI PRIVATE WEALTH
IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA
Registered Investment Advisory firm - (1/2/2014 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
Oklahoma
(6/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/5/2026
Uniform Investment Adviser Law Examination

Current Firm

VENTURI PRIVATE WEALTH
VENTURI PRIVATE WEALTH
IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA
Registered Investment Advisory firm - (1/2/2014 Approved)
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Contact information

Main Address
3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746
Mailing Address
Phone number
(512) 220-2035
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VENTURI ADV PART 2 (3/12/2026)

Regulatory assets under management

Total Number of Accounts4,555
AUM (Assets Under Management)$ 3,581,250,224

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2025
Cover Page
Report
02/03/2025
Cover Page
Report

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

VENTURI PRIVATE WEALTH

VENTURI PRIVATE WEALTH

CRD#: 169576Oklahoma City , OK 73114

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