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Harris Jadun

Investment Adviser Representative at Valmark Advisers, Inc.

Mason, MICRD #8302449Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Harris Jadun is an investment adviser representative with Valmark Advisers, Inc. in Mason, MI, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.

Office

140 E. Ash Street
Mason, MI 48854

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
1 state or territory

Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/1/2026
Series 7
General Securities Representative Examination
Passed 7/6/2026
SIE
Securities Industry Essentials Examination
Passed 6/10/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valmark Advisers, Inc.Current
8/4/2026 – Mason, MI
Valmark Securities, Inc.Current
7/6/2026 – East Lansing, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Michigan State University
    Jun 2022 – May 2026East Lansing, MI
  2. Michigan State University
    Sep 2017 – May 2022East Lansing, MI
  3. University of Illinois
    May 2022 – Jun 2022Champaign, IL
  4. United State Tennis Association
    Aug 2020 – Sep 2020New York, NY
  5. Court One Athletic Clubs
    Jul 2016 – Jun 2017Okemos, MI
  6. United State Tennis Association
    Jun 2017 – Sep 2017Orlando, FL
  7. Oracle Financial Solutions
    Jun 2026 – no end date reportedMason, MI
  8. Valmark Securities, Inc.
    Jul 2026 – no end date reportedAkron, OH
  9. Valmark Advisers
    Aug 2026 – no end date reportedAkron, OH
  10. Michigan Athletic Club
    Jun 2026 – no end date reportedEast Lansing, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Valmark Advisers, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$50,000 (waivable)
Firm's annual rate schedule by assets
  • Less than $1,000,0001.95%
  • $1,000,001 to $2,000,0001.75%
  • $2,000,001 and above1.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
291
Offices listed on AdvisorFinder:
26
Main office:
Akron, OH
SEC file number:
801-55564

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 1, 2026

View full firm profile

Other advisors at Valmark Advisers, Inc.

Showing 12 of 291 in the directory

View Valmark Advisers, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Harris Jadun has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Harris Jadun (Valmark Advisers) - Fees & Credentials