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Jacob Matthew Smith

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 2023-05-17
  • IN RA
    APPROVED
    Since 2023-05-17

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
Valeo Financial Advisors, Llc Carmel IN 05/2021 Present
University Of Alabama Tuscaloosa AL 08/2018 05/2021
South Anchorage High School Anchorage AK 08/2016 04/2018
Traveling Anchorage AK 04/2018 08/2018
  • 05/2021 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2018 → 05/2021
    University Of Alabama
    Tuscaloosa, AL
  • 08/2016 → 04/2018
    South Anchorage High School
    Anchorage, AK
  • 04/2018 → 08/2018
    Traveling
    Anchorage, AK
Designations

View on SEC IAPD

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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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