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Jason C
Series 63, Series 66
West Palm Beach, FL
Valley Wealth Managers, Inc.
Jason Calderwood is a financial advisor at Valley Wealth Managers, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Valley Wealth Managers, Valley Financial Management, Valley National Bank, Prudential Insurance Company of America, and PNC Investments. Outside of his advisory role, he serves as power of attorney for a family member. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual, high-net-worth, and institutional clients. The firm employs a client-driven investment process, allocating among equities, fixed income, and cash, while utilizing an investment committee and third-party services for strategic portfolio management and reporting.
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