Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Jager is a financial advisor at Valeo Financial Advisors, LLC. Johnny has been in the industry since January 2022 and is registered with the state of Indiana. Johnny holds the Series 6TO, SIE, and Series 63 licenses. Johnny specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.
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
06/11/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
01/12/2022 - 06/09/2022
ONEAMERICA SECURITIES, INC. (BLOOMINGTON IN)
BC
Issued 03/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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