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Jacob Kleimola

Valeo Financial Advisors, LLC

Denver, CO

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
TX RA APPROVED 2026-01-09
CO RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2026-01-09
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

4600 S. Syracuse Street, 9Th Floor, Denver, CO 80237 • United States

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 Denver CO 08/2020 Present
Valeo Financial Advisors, Llc Indianapolis IN 05/2020 08/2020
Valeo Financial Advisors, Llc Indianapolis IN 05/2019 08/2019
Indiana University Bloomington IN 08/2016 05/2020
Other Businesses

Start Date: 04/2024-Owner-JAR Properties, LLC-Rental Property-Passive-0 hours during trading-Not Investment Related

Designations

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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