James Vallery is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2023-04-03 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2023-04-01 | — |
| CHASE INVESTMENT SERVICES CORP. | 2006-12-07 | 2012-10-01 | — |
| AVANTAX ADVISORY SERVICES | 2004-12-07 | 2006-11-07 | — |