Harris Jadun
Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Valmark Advisers, Inc.Aug 2026 to now
- Valmark Securities, Inc.Jul 2026 to now
- Michigan Athletic ClubJun 2026 to now
- Oracle Financial SolutionsJun 2026 to now
- Michigan State UniversityJun 2022 to May 2026
- University of IllinoisMay 2022 to Jun 2022
- United State Tennis AssociationAug 2020 to Sep 2020
- Michigan State UniversitySep 2017 to May 2022
- United State Tennis AssociationJun 2017 to Sep 2017
- Court One Athletic ClubsJul 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 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
- 8302449
- Firm CRD
- 108050