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Inactive

Greg Thomas Jordan

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 2020-09-11
  • IN RA
    APPROVED
    Since 2020-09-11

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. Denver CO 07/2011 01/2018
Charles Schwab Bank Denver CO 01/2013 01/2018
Valeo Financial Advisors, Llc Indianapolis IN 02/2018 Present
Previous Registrations
  • 2012-06-27 → 2018-02-01
    Charles Schwab & Co., Inc.
    Englewood, CO
    Indianapolis, IN
    Denver, CO
    Lone Tree, CO
    Colorado Springs, CO
Other Businesses

Start Date: 10/2022- Owen Holdings, LLC- Rental Property-Not Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-25
S63 Uniform Securities Agent State Law Examination 2011-11-11
  • S66 Uniform Combined State Law Examination
    2012-06-25
  • S63 Uniform Securities Agent State Law Examination
    2011-11-11
Designations
Other Names
  • Gregory Thomas Jordan

View on SEC IAPD

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DAVID STEWART LANE WEIR
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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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