Edward S. Valestin is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-09-30 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2020-01-28 | 2025-08-03 | — |