Jacob Eric Valdick
Investment Adviser Representative at Valeo Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Eric Valdick is an investment adviser representative with Valeo Financial Advisors, LLC in Carmel, IN, where they have been registered since 2023, the year they entered the securities industry. They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 84
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valeo Financial Advisors, LLCJan 2021 – Mar 2021Carmel, IN
- Glenbare West High SchoolAug 2013 – May 2017Glen Ellyn, IL
- Foster Pike & AssociatesJan 2020 – Apr 2020Indianapolis, IN
- AnthemMay 2020 – Jul 2020Indianapolis, IN
- Windsor Wealth ManagementAug 2020 – Nov 2020Indianapolis, IN
- Valeo Financial Advisors, LLCApr 2021 – no end date reportedCarmel, IN
- Butler UniversityAug 2017 – May 2021Indianapolis, IN
- UnemployedMay 2017 – Aug 2017Glen Ellyn, IL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valeo Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Net Worth <$30M: First $7,500,0000.50%
- Net Worth <$30M: Next $7,500,0000.25%
- Net Worth <$30M: Next $15,000,0000.13%
- Net Worth >$30M: $30,000,000+0.25%
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 106
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Carmel, IN
- SEC file number:
- 801-66402
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at Valeo Financial Advisors, LLC
Showing 12 of 106 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Eric Valdick 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.
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