Jason Valdez


Financial Advisor

State(s) Licensed:   FL, MD, NC, NJ, NY, PA

Phone 732-306-4755

150 East Palmetto Park Road Suite 800
Boca Raton, FL 33432

Jason Valdez

State(s) Licensed:   FL, MD, NC, NJ, NY, PA

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

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Boca Raton Office



M – F: 9 a.m. – 5 p.m.