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John Harrison Brown

Valeo Financial Advisors, LLC

Carmel, IN

CRD 6536185

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Employer firm

Valeo Financial Advisors, LLC CRD 127132

$13.0B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Valeo Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-01-04
  • IN RA
    APPROVED
    Since 2023-01-04

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
Wells Fargo Clearing Services, Llc Naples FL 07/2018 11/2018
Indiana University Bloomington IN 08/2014 05/2018
Wells Fargo Advisors Financial Network, Llc Naples FL 11/2018 01/2022
Valeo Financial Advisors, Llc Carmel IN 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-07
  • S66 Uniform Combined State Law Examination
    2019-02-07
Designations
  • Chartered Financial Analyst
Other Names
  • John Harrison Brown
  • John Brown
  • Hank Brown
  • Hank Brown

View on SEC IAPD

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