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Matt Jarvis

Valeo Financial Advisors, LLC

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Matt Jarvis

Valeo Financial Advisors, LLC

Matt Jarvis, a financial fiduciary has been a Paladin Registry member since 2009. Matt holds the Certified Financial Planner , Certified Public Accountant certifications and has over 8 years of experience. Matt provides financial services to clients in the New York, New York area.

I. Snapshot

A. Registry Member
  • Since 2009
B. Years of Experience
  • 8
C. College Degrees
  • Butler University - Bachelor of Science
D. Certifications
  • CFP®, CPA
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    At Valeo, we use our EXTENSIVE EXPERIENCE and CONSERVATIVE CREATIVITY to help our clients achieve their financial goals. We are FEE-ONLY, thus we sell no products. We are COMPREHENSIVE, focusing on all aspects of a client's financial affairs (cash flow, investments, insurance, tax, estate, education, debt, etc). We are REASONABLY PRICED and post our fee schedule right on our website (www.valeofinancial.com). We LIMIT the number of clients each of our advisors work with to less than 50 to ensure the highest possible level of service.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • New York, New York, 10019
C. Telephone
  • 317.218.6000

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Valeo Financial Advisors, LLC
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Fidelity/National Financial Services
  • Schwab

V. Credentials

A. Years of Financial Experience
  • 8 Years
B. College, Degrees, Years
  • Butler University - Bachelor of Science
D. Financial Industry Associations (Active Memberships)
  • National Association of Personal Financial Planners

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 5522867
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • California
    • Florida
    • Illinois
    • Indiana
    • Kentucky
    • Louisiana
    • New York
    • Ohio
    • Texas
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    At Valeo, we use our EXTENSIVE EXPERIENCE and CONSERVATIVE CREATIVITY to help our clients achieve their financial goals. We are FEE-ONLY, thus we sell no products. We are COMPREHENSIVE, focusing on all aspects of a client's financial affairs (cash flow, investments, insurance, tax, estate, education, debt, etc). We are REASONABLY PRICED and post our fee schedule right on our website (www.valeofinancial.com). We LIMIT the number of clients each of our advisors work with to less than 50 to ensure the highest possible level of service.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Did Not Answer
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Matt Jarvis
Most Recent Update:
  • Jun 2, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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