Jonathan
Valdez
E*Trade Capital Management, LLC
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About this Advisor
Jonathan Valdez is a financial advisor who works in New York, New York, with 3 years of industry experience. Valdez works at E*Trade Capital Management, LLC. Throughout their career, Valdez has worked at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Santander Securities, LLC, Santander Bank, Na, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Valdez holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in New Jersey and New York. E*Trade Capital Management, LLC is a registered investment company headquartered in Arlington, VA. It manages $7 billion in assets across its 90,806 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 15 charities and foundations. Of its 90,806 accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. E*Trade Capital Management, LLC offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are offered. Fee types charged by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E*Trade Capital Management, LLC Brokerage Details
$7,406,529,807
90,806
$81,564
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Valdez Work History
Jonathan has been registered as a financial advisor for 3 years.*
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
Santander Securities, LLC
Santander Bank, Na
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Valdez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at E*Trade Capital Management, LLC
Arlington, VA
Alpharetta, GA
Iron Station, NC
Arlington, VA
Arlington, VA
Arlington, VA
Sandy, UT
Arlington, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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