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Jacob Paul Zeiher

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 2021-04-12
  • IN RA
    APPROVED
    Since 2021-04-12

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
Cardinal Health, Inc. Dublin OH 09/2018 03/2019
The Ohio State University Columbus OH 06/2017 08/2018
Full Time Education Columbus OH 08/2014 05/2018
Unemployed Port Clinton OH 05/2018 09/2018
Boenning & Scattergood, Inc. Columbus OH 06/2016 11/2016
The Ohio State University Columbus OH 03/2016 12/2017
First Allied Securities, Inc. San Diego CA 03/2019 01/2020
First Allied Securities, Inc. San Diego CA 01/2020 08/2020
Valeo Financial Advisors, Llc Carmel IN 08/2020 Present
  • 09/2018 → 03/2019
    Cardinal Health, Inc.
    Dublin, OH
  • 06/2017 → 08/2018
    The Ohio State University
    Columbus, OH
  • 08/2014 → 05/2018
    Full Time Education
    Columbus, OH
  • 05/2018 → 09/2018
    Unemployed
    Port Clinton, OH
  • 06/2016 → 11/2016
    Boenning & Scattergood, Inc.
    Columbus, OH
  • 03/2016 → 12/2017
    The Ohio State University
    Columbus, OH
  • 03/2019 → 01/2020
    First Allied Securities, Inc.
    San Diego, CA
  • 01/2020 → 08/2020
    First Allied Securities, Inc.
    San Diego, CA
  • 08/2020 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
Previous Registrations
  • 2019-08-22 → 2020-07-24
    First Allied Advisory Services, Inc.
    Indianapolis, IN
Other Businesses

Start Date: 01/2025 Project Sleep (501c)-Board Member-Los Angels, CA-1 hour a month-Not Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-19
  • S66 Uniform Combined State Law Examination
    2019-08-19
Designations

View on SEC IAPD

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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

More in Carmel, IN

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