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J
John J Valencia
FINANCIAL ADVISOR
As an Edward Jones financial advisor who was born in Colombia, South America, I have a passion to help families of all diversities and nationalities achieve their long-term financial goals. I am a proud immigrant who loves America. I have b...... Show More
Location & Business Hours
Business Hours
Tues
8 AM to 6 PM
Wed
8 AM to 6 PM
Thu
8 AM to 6 PM
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About
As an Edward Jones financial advisor who was born in Colombia, South America, I have a passion to help families of all diversities and nationalities achieve their long-term financial goals. I am a proud immigrant who loves America. I have been blessed to be married to my wonderful wife, Kimberly, for 23 years, and we have two amazing, smart and athletic sons. I spent eight years operating a Dot Com business, and 14 years helping families and small businesses finance residential and commercial properties. With such a wonderful diverse country we live in, I work with both English and Spanish speaking clients. In 2019 I decided to combine my internet business experience and finance knowledge to become a financial advisor. I bring extensive knowledge and awareness to clients in the areas of investments, mutual funds, insurance, annuities, employer-sponsored retirement plans and educational savings for families and business owners. I can meet with new clients face-to-face or virtually. I want to understand what is important to my clients by listening to them, offering professional personalized attention and providing the resources to help them achieve their long term financial goals.With a multitude of professionals at the Edward Jones home office, and advanced technology support, our offices are well managed so we can help ensure our clients receive the most current and comprehensive guidance. I welcome the opportunity to work with my clients' attorneys, accountants and other trusted professionals to deliver an all-inclusive strategy that leverages everyone's expertise to help our clients achieve their long-term financial goals and partner with them for life to help them stay on track. Sincerely,John Valencia 813-489-9717
Specialities
Military Professionals & Veterans
Entrepreneurs & Business Owners
Hispanic Family Finances
Divorce Finances
Business Retirement Plans
Wealth Strategies
Health & Nutrition
Golfing
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FAQs
Here are some Frequently Asked Questions about John J Valencia
What is John J Valencia’s work email address?
John J Valencia’s professional email address is j***********a@e**********.com. You can also email John J Valencia by clicking on the contact John J Valencia.
Where is John J Valencia based out of?
John J Valencia’s primary location is Bradenton, FL.
What is John J Valencia's phone number?
John J Valencia's phone number is (941) 251-9684
What is John J Valencia's title??
John J Valencia is a FINANCIAL ADVISOR.
What are John J Valencia's areas of expertise?
John J Valencia specializes in Military Professionals & Veterans, Entrepreneurs & Business Owners, Hispanic Family Finances, Divorce Finances, Business Retirement Plans, Wealth Strategies, Health & Nutrition, Golfing, Soccer, Football, Technology.
