Jonathan Neher [ChFEBC℠]
3938 John F Kennedy Pkwy
Unit 11D
Fort Collins, CO 80525
Original Certification Date: 5/16/2017
ChFEBC℠ Number: F060417JN
Organization: Valenta Capital Management
Broker Dealer: Cambridge Investment Research
Phone: 970-372-0541
Cell: 970-222-3561
Fax: 970-237-3580
Email: jneher@valentacapital.com
Website: www.valentacapital.com
States Currently Licensed: CO, AZ, CA, FL, HI, IA, ID, MN, NC, NE, NY, OR, TX, UT, VA, WA, WI, WY
State Insurance License #: 265682
CRD#: 2962974
Primary Insurance: Allianz, Lincoln, Jackson, AXA, Brighthouse
Primary Investment: Cambridge Investment Research Advisors, American Funds, AXA, Jackson, Howard Capital Management, Ocean Park Asset Management, Lincoln, Brighthouse
Services: Financial planning, 401(k) rollovers, annuities, health savings accounts, IRA’s & Roth IRA’s, pension consulting, small business plans – SEP – IRA’s, simple IRA’s, 401(k)’s, TSP investment consulting
Additional Information: I have specialized in pension consulting for over 20 years