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James Ambrose Scheri

Valeo Financial Advisors, LLC

Carmel, IN

CRD 8050830

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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 2025-03-17
  • IN RA
    APPROVED
    Since 2025-03-17

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 06/2023 Present
Sam's Club Bloomington IN 01/2023 05/2023
Chick-Fil-A Bloomington IN 08/2022 12/2022
Valeo Financial Advisors, Llc Carmel IN 05/2022 07/2022
Indiana University Bloomington IN 08/2021 05/2022
Captain Rod's Boat Lift And Pier Services Mchenry IL 05/2021 07/2021
Indiana University Bloomington IN 08/2020 05/2021
Captain Rod's Boat Lift And Pier Services Mchenry IL 05/2020 07/2020
Indiana University Bloomington IN 08/2019 05/2020
Richmond Public Works Richmond IL 05/2019 07/2019
Panera Bread Mchenry IN 03/2017 04/2019
Unemployed Mchenry IL 03/2001 02/2017
  • 06/2023 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 01/2023 → 05/2023
    Sam's Club
    Bloomington, IN
  • 08/2022 → 12/2022
    Chick-Fil-A
    Bloomington, IN
  • 05/2022 → 07/2022
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2021 → 05/2022
    Indiana University
    Bloomington, IN
  • 05/2021 → 07/2021
    Captain Rod's Boat Lift And Pier Services
    Mchenry, IL
  • 08/2020 → 05/2021
    Indiana University
    Bloomington, IN
  • 05/2020 → 07/2020
    Captain Rod's Boat Lift And Pier Services
    Mchenry, IL
  • 08/2019 → 05/2020
    Indiana University
    Bloomington, IN
  • 05/2019 → 07/2019
    Richmond Public Works
    Richmond, IL
  • 03/2017 → 04/2019
    Panera Bread
    Mchenry, IN
  • 03/2001 → 02/2017
    Unemployed
    Mchenry, IL
Designations
  • Certified Financial Planner
Other Names
  • Jimmy Ambrose Scheri

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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