Jason Stutz
Financial Advisor - Indiana University Alum
- Role
- Financial Advisor at Valeo Financial Advisors LLC
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Jason Stutz
I\'m a senior at Indiana University majoring in Economic Consulting. Throughout my first three years at IU I have gotten involved in various organizations, including the Charles Schwab Wealth Management Workshop, the Real Estate club, and the Blockchain club. Getting involved in these organizations has helped me identify interests in wealth management, commercial real estate, and digital assets. I had the opportunity to intern with a top midwest multi-family brokerage team that helped me identify a specific interest in residential assets and development. I also interned with Valeo Financial Advisors, LLC - a national private wealth management firm - during the summer before my senior year. I\'ve accepted an opportunity to return to Valeo and join their team as a support advisor full-time after my graduation. With Valeo I\'ll work to provide clients across the country with personalized, holistic, and comprehensive financial planning services. I\'ve begun working to obtain my Certified Financial Planner designation, and I\'m excited about the opportunity to work with professionals in a variety of industries. I hope I can work with people that share interests in entrepreneurship, risk mitigation, and alternative investments such as real estate and digital assets like crypto-currency.
Experience
Financial Advisor
Jun 2025 — Present · Carmel, IN, US
Education
Hamilton Southeastern High School
Higher National Diploma
Indiana University - Kelley School of Business
Bachelor of Applied Science - BASc, Financial Planning and Economic Consulting
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