Jacob Paul Zeiher
Investment adviser representative at Valeo Financial Advisors, LLC
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets
Are you Jacob Paul Zeiher? Claim your profile
Contact this firm
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
6 years in the industry.
- Valeo Financial Advisors, LLCAug 2020 to now
- First Allied Securities, Inc.Mar 2019 to Aug 2020
- Cardinal Health, Inc.Sep 2018 to Mar 2019
- UnemployedMay 2018 to Sep 2018
- Boenning & Scattergood, Inc.Jun 2016 to Nov 2016
- The Ohio State UniversityMar 2016 to Aug 2018
- Full Time EducationAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6653389
- Firm CRD
- 127132