Jayme Russo
Valley Brook Capital Group · Venetia, Pennsylvania
Jayme Russo is a fee-only financial advisor at Valley Brook Capital Group in Venetia, Pennsylvania. Valley Brook Capital Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Valley Brook Capital Group |
|---|---|
| Based in | Venetia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $223.3M across 368 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2643358 |
| Exams passed | Series 63 (1995) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mstcpas.com/wealthmanagement.php |
How Jayme's firm compares
- Valley Brook Capital Group's average account is about $607,000, from its Form ADV (assets managed divided by 368 accounts).
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Questions about Jayme
Is Jayme Russo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jayme holds no broker registration, and Valley Brook Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jayme charge for financial advice?
Jayme's firm, Valley Brook Capital Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jayme Russo based?
Jayme Russo is based in Venetia, Pennsylvania.
Is Jayme Russo registered with the SEC?
Yes. Jayme Russo is registered as an investment adviser representative in PA (CRD 2643358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Valley Brook Capital Group manage?
Valley Brook Capital Group reports $223.3M across 368 accounts in assets under management.
How do I contact Jayme Russo?
Through Jayme's website, www.mstcpas.com/wealthmanagement.php.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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