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Greg Thomas Jordan

Valeo Financial Advisors, LLC

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About Greg Thomas Jordan

Greg Jordan is a financial advisor with Valeo Financial Advisors, LLC located in Carmel, IN. Greg has been in the financial industry since 2011 and has experience with clients of all ages and backgrounds. Greg is dedicated to providing personalized financial advice that meets the unique needs of each of his clients. Greg works with individuals and families to develop a comprehensive financial plan that includes investment management, retirement planning, college savings, and estate planning. Greg is also a Certified Financial Planner, which means Greg has met the rigorous education and experience requirements set by the CFP Board.

Firm Information

Greg Jordan is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of client net worth

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Greg Jordan’s Registration & Firm History

IN

09/11/2020 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

CO

11/09/2011 - 02/01/2018

CHARLES SCHWAB & CO., INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 06/25/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Greg Thomas Jordan.
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