Jason Velencia has been COO of DVB Private Wealth since June 2026, is a control person of the firm and directly owns under 5% of it.
DVB Private Wealth LLC is a Harrisburg, PA firm with $226M under management, 249 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Jason Velencia’s longest registration was 7 years at Private Advisor Group, LLC (2019–2026). Before joining DVB Private Wealth in 2026, Jason Velencia was registered through Private Advisor Group, LLC.
- DVB Private WealthCurrent– present · under a yearHarrisburg, PA · Adviser representative · Firm CRD 341684
- Private Advisor Group, LLC– · 7 yearsYork, PA · Adviser representative · Firm CRD 155216
Investment adviser representative registrations
Jason Velencia is registered as an investment adviser representative in Pennsylvania, since August 2026.
- PennsylvaniaSince 21 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 September 2018 |
| Series 7 | General Securities Representative Examination | 28 August 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6976612
- Firm
- DVB Private Wealth · CRD 341684
- Role
- COO
- Office
- 4800 LINGLESTOWN ROAD, SUITE 304, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Velencia work?
Jason Velencia has been COO of DVB Private Wealth LLC since June 2026, and is a control person of the firm.
Is Jason Velencia a financial advisor?
Yes. Jason Velencia has a current investment-adviser registration in Pennsylvania, through DVB Private Wealth since August 2026.
How many years of experience does Jason Velencia have?
Jason Velencia has 8 years in the financial industry, since August 2018, across 2 adviser firms.
What exams has Jason Velencia passed?
Jason Velencia has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2018. FINRA credited Jason Velencia with the SIE, which began in October 2018.
Where is Jason Velencia based?
Jason Velencia’s registered office is in Harrisburg, PA.
Is Jason Velencia registered with FINRA?
No. Jason Velencia has no current broker registration.
How can I verify Jason Velencia’s record?
Search CRD 6976612 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Velencia’s full registration record.