Jonathan Neher

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