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Jessica Jade Jade Valentini

Advisor at Guardian Life — Port St Lucie, FL

Updated today

Credentials

Series 63, Series 65

Experience

3 years

Location

Port Saint Lucie, FL

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,910

Across 510 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Jessica Jade Valentini is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior work includes roles at World Ventures Inc. Outside of her advisory role, she serves as president of Omni Professional Security and of Network Lead Exchange, a lead exchange group. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser offering brokerage services, financial planning, and retirement consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm provides tailored advisory programs through a mix of proprietary and third-party models.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Port St Lucie, FL

Port St Lucie FL

Advisors at this office

1

Most active in

Florida · Maryland

Work history

3 years of industry experience

Park Avenue securities

2026 - Present • 1 year

Boca Raton, FL

Guardian life Insurance Company

2026 - Present • 1 year

Boca Raton, FL

Park Avenue securities

2024 - Present • 2 years

Port Saint Lucie, FL

Guardian life Insurance Company

2024 - Present • 2 years

Port Saint Lucie, FL

Park Avenue securities

2023 - 2026 • 3 years

West Palm Beach, FL

Guardian

2019 - 2026 • 7 years

West Palm Beach, FL

World Ventures Inc

2014 - 2018 • 4 years

West Palm Beach, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Bryce B

Series 66, AAMS®, Series 7

Palm City, FL

Edward Jones

Bryce Buchanan is a financial advisor with Edward Jones in Palm City, Florida. Since joining the firm in 2014, he has been dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Bryce believes financial planning is about more than investments. It is about understanding what matters most to each client and building a strategy that aligns with their values, priorities, and vision for the future. He works closely with clients through life's major transitions, including retirement, business ownership, wealth accumulation, and legacy planning. A particular area of focus for Bryce is helping business owners prepare for significant financial and personal transitions. He enjoys collaborating with clients and their other professional advisors to create thoughtful strategies tailored to their unique circumstances. Bryce and his team are committed to building long-term relationships based on trust, personalized service, and ongoing guidance.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Roth conversion strategy Founder/Business Owner Executive Self-Employed Retired Intergenerational Families Established Professionals

Trishul P

CFP®

Port Saint Lucie, FL

Investing Forever Advisory

My name is Trishul Patel, CFP®, MBA. I’m a fee-only financial planner based in Port St. Lucie, Florida, and the founder of Investing Forever Advisory, a 100% virtual financial planning and investment management firm serving clients across the country. I achieved financial independence before age 40 by saving aggressively, investing thoughtfully, and being intentional about what mattered most to me. That experience ultimately shaped the work I do today: helping clients make smarter financial decisions so they can build greater security, flexibility, and freedom in their own lives. I’ve always been an entrepreneur, investor, and problem solver at heart. As a kid, I soldered analog circuits, built computers, and programmed simple games. That curiosity eventually took me to Cornell University, where I earned a Bachelor of Science, a Master of Engineering, and an MBA. My professional career has taken me through technology, banking, trading, and investment management. I designed large-scale financial applications for major global banks, managed an exotic options book for a private firm in Southeast Asia that generated more than $750 million in sales over three years, and later served as a hedge fund portfolio manager responsible for more than $100 million in assets. Those experiences taught me to think critically, question assumptions, and look beyond conventional answers. Today, I bring that same mindset to financial planning. I enjoy taking complex financial problems, understanding what really matters, and turning them into clear, practical decisions. What motivates me most is helping people use money intentionally to create the life they want. I’m endlessly curious, enjoy thoughtful debate, and genuinely love learning about investing, markets, technology, and the many ways people define a successful life. When I’m not helping clients pursue their financial and investment goals, you’ll usually find me writing, podcasting, biking, and hiking with my wife and daughter.

Wealth management Passive / index investing Gen X (Born 1965-1980)
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Nicholas S

Series 65

Fort Pierce, FL

N.A. Silva & Company, Inc.

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Active portfolio management Founder/Business Owner
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William R

Series 66

Palm City, FL

Riddick & Co Entrepreneurial Finance, LLC

William Riddick is a financial advisor with Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Fortitude Advisory Group LLC and Saffer & Co. He also serves as Director of Operations for AV8 Realty, a real estate brokerage specializing in aviation properties, providing pro bono operational guidance. Riddick & Co Entrepreneurial Finance offers asset management, financial planning, and retirement-plan advice to individual investors, small business owners, and pension or profit-sharing plan clients. The firm utilizes both automated and traditional planning methods and conducts educational webinars and seminars on asset allocation, retirement, and tax planning.

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Marc R

Series 63, Series 65

Stuart, FL

Integritt Wealth Management, LLC

Marc Rittersporn is the sole advisor at Integritt Wealth Management, LLC in Stuart, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked with Integritt Investment Management LLC since 2014. Outside of financial advising, he is co-owner of an alarm monitoring company and serves as president of his local homeowners association board. Integritt Wealth Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $67 million in client assets. The firm employs tailored portfolios using individual stocks and bonds, mutual funds, and ETFs, guided by Modern Portfolio Theory and an ETF-focused approach, with regular portfolio reviews and rebalancing.

Passive / index investing
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Mindie M

Series 65

Stuart, FL

Mindie Molina Investments, LLC

Mindie Molina is the principal advisor at Mindie Molina Investments, LLC, an independent firm based in Stuart, Florida. She holds a Series 65 designation and has 10 years of industry experience, including previous roles at Aegis Wealth Management, AE Wealth Management, and Gradient Advisors. Outside of her advisory work, Mindie is also a Christian writer and video blogger, producing book promotions and video content. Mindie Molina Investments, LLC provides portfolio management and investment advice primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to their goals and risk tolerance. The firm uses a quantitative approach drawing on modern portfolio theory, managing accounts with a combination of equities, fixed income, and ETFs, and may incorporate third-party money managers when appropriate.

Passive / index investing Active portfolio management
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