Jacob Eric Valdick
Investment adviser representative at Valeo Financial Advisors, LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets
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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
8 years in the industry.
- Valeo Financial Advisors, LLCApr 2021 to now
- Valeo Financial Advisors, LLCJan 2021 to Mar 2021
- Windsor Wealth ManagementAug 2020 to Nov 2020
- AnthemMay 2020 to Jul 2020
- Foster Pike & AssociatesJan 2020 to Apr 2020
- Butler UniversityAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Glenbare West High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7212894
- Firm CRD
- 127132