Joshua Frazier
Investment adviser representative at Valeo Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
$13BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Valeo Financial Advisors, LLCApr 2025 to now
- Real Estate/property Management/joshua Grant FraizerJun 2006 to now
- JPMorgan Securities LLCJul 2017 to Apr 2025
- Charles Schwab BankFeb 2015 to Jul 2017
- Charles Schwab & Co., Inc.Mar 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IN).
Valeo Financial Advisors, LLC
$13BAssets managed
3,042Clients
108Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4078987
- Firm CRD
- 127132