Valerie Lemmon has been an investment adviser representative at Ridgewood Investments since March 2013, and is not listed among the firm’s executive officers or direct owners. Valerie Lemmon holds an MBA from Haas School of Business, University of California, Berkeley and a BA in International Relations from Stanford University.
Ridgewood Investments LLC is a Springfield, NJ firm with $419M under management, 295 clients and 5 advisers across 4 offices, as of its April 2026 filing.
Valerie Lemmon is Portfolio Analyst and Partner of Ridgewood Investments. Before her current position she spent eight years at The Capital Group Companies, Inc. as an Equity Research Associate, with research coverage across industries including technology, chemicals and agriculture. Earlier she was a technology investment banker at SG Cowen Securities and Neveric Capital.
- Ridgewood InvestmentsCurrent– present · 13 yearsHermosa Beach, CA · Adviser representative · Firm CRD 121220
Professional designations
Listed by Ridgewood Investments
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Valerie Lemmon is registered as an investment adviser representative in California, since March 2013.
- CaliforniaSince 14 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 7 December 2000 |
- Name
- General Securities Representative Examination
- Full name
- Valerie Rubio Lemmon
- CRD
- 4250769
- Firm
- Ridgewood Investments · CRD 121220
- Office
- 205 Pier Ave, Suite 104, Hermosa Beach, CA 90254
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ridgewoodinvestments.com
Where does Valerie Lemmon work?
Valerie Lemmon is an investment adviser representative registered through Ridgewood Investments LLC since March 2013, and is not listed among the firm’s executive officers or direct owners.
Is Valerie Lemmon a financial advisor?
Yes. Valerie Lemmon has a current investment-adviser registration in California, through Ridgewood Investments since March 2013.
How many years of experience does Valerie Lemmon have?
Valerie Lemmon has 13 years in the financial industry, since March 2013, across 1 adviser firm.
What exams has Valerie Lemmon passed?
Valerie Lemmon passed the Series 7 in December 2000.
Where is Valerie Lemmon based?
Valerie Lemmon’s registered office is in Hermosa Beach, CA.
Is Valerie Lemmon registered with FINRA?
No. Valerie Lemmon has no current broker registration.
Is Valerie Lemmon a CFA charterholder?
Ridgewood Investments lists Valerie Lemmon with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Valerie R. Lemmon biography, ridgewoodinvestments.com
How can I verify Valerie Lemmon’s record?
Search CRD 4250769 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Valerie Lemmon’s full registration record.
