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Joshua Frazier

Valeo Financial Advisors, LLC

Carmel, IN

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-10-22
  • IN RA
    APPROVED
    Since 2025-10-22

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 03/2014 07/2017
Real Estate/Property Management/Joshua Grant Fraizer Indianapolis IN 06/2006 Present
Charles Schwab Bank Indianapolis IN 02/2015 07/2017
Jpmorgan Securities Llc Carmel IN 07/2017 04/2025
Valeo Financial Advisors, Llc Carmel IN 04/2025 Present
  • 03/2014 → 07/2017
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2006 → Present
    Real Estate/Property Management/Joshua Grant Fraizer
    Indianapolis, IN
  • 02/2015 → 07/2017
    Charles Schwab Bank
    Indianapolis, IN
  • 07/2017 → 04/2025
    Jpmorgan Securities Llc
    Carmel, IN
  • 04/2025 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
Previous Registrations
Other Businesses

REAL ESTATE/PROPERTY MANAGEMENT, Bayridge INDIANAPOLIS, INDIANA,INVESTMENT RELATED, 06/01/2006, OWNER, RENTAL PROPERTY, 4 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.FARM LAND, Sheridan, INDIANA,INVESTMENT RELATED, 06/01/2016, OWNER, 4 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. Rent farm land, owner, passive income.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-12
S63 Uniform Securities Agent State Law Examination 2000-06-08
  • S65 Uniform Investment Adviser Law Examination
    2012-11-12
  • S63 Uniform Securities Agent State Law Examination
    2000-06-08
Other Names
  • Joshua Grant Frazier

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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