Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Valdick is a Certified Financial Planner® and is registered with the state of Indiana. Jacob is currently employed by Valeo Financial Advisors, LLC. The firm's main office is in Carmel, Indiana. Jacob has been in the financial services industry since 2020. Jacob provides financial planning, portfolio management for businesses, individuals, and pooled investment vehicles, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
2
IN
01/03/2023 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
Active
Inactive
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