Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kleimola is a financial advisor associated with Valeo Financial Advisors, LLC. Jacob is registered with the state of Colorado as an investment advisor representative. Valeo Financial Advisors, LLC is a registered investment adviser with the Securities and Exchange Commission. The firm primarily focuses on providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Jacob is a Certified Financial Planner and his professional experience includes roles at Valeo Financial Advisors, LLC and Indiana University. Jacob is committed to providing comprehensive financial advice tailored to individual client needs.
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
CO
01/01/2025 - Present
Valeo Financial Advisors, LLC (Denver CO)
Active
Inactive
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