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Jacob Paul Zeiher

Valeo Financial Advisors, LLC

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About Jacob Paul Zeiher

Jacob Paul Zeiher is a financial advisor with Valeo Financial Advisors, LLC in Carmel, Indiana. Jacob has been in the financial industry for over 5 years. His experience includes working with individuals, corporations, charitable organizations, and high net worth individuals. Jacob holds the Series 66, Series 7TO, and SIE licenses. He is also a Certified Financial Planner. Jacob is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Jacob Zeiher 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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Jacob Zeiher’s Registration & Firm History

IN

04/12/2021 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

IN

07/02/2019 - 07/24/2020

FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 08/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Paul Zeiher.
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