HJ
Harris Jadun
VALMARK ADVISERS
Mason, MI 48854
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CRD#: 8302449
HJ
Harris JadunVALMARK ADVISERS
Professional summary
Harris Jadun, who also goes by Harry Jadun, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mason, Michigan and VALMARK SECURITIES, INC. located in Mason, Michigan.
Harris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Harris has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Harry Jadun
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) 3 Dogs LLC; 6435 Island Lake Drive, East Lansing, MI 48823; Real estate. LLC owns a residential property and rents it out.; Member, Agent; Passive co-owner. A third-party property manager handles day-to-day operations; my involvement is limited to ownership-level financial oversight.; Not investment related; Start: 3/14/2023; 1-5 hours per month; Compensation is limited to my proportional share of rental income/profit distributions from the LLC, consistent with my ownership interest, as determined by the LLC operating agreement./// 2.) The Michigan Athletic Club; 2900 Hannah Blvd, East Lansing, MI 48823; Tennis Coaching; Teaching tennis lessons and clinics.; Start: 6/15/2026; Not investment related; 1-5 hours per month; paid hourly rate./// 3.) Rental properties, Personally held, not through a company; 6435 Island Lake Drive, East Lansing, MI 48823; Real Estate rental. I own 3 properties under my own name; owner; Self-managed rental properties; investment related; start: 10/1/2022; 1-5 hours per month; compensation: receive rental income directly from tenants/guests as the property owner./// 4.) Oracle Financial Solutions; 140 E Ash St, Mason, MI; Financial Services; Advisor Support Specialist; Supporting advisors in clerical role; investment related; start 6/15/2026; 21-40 hours per month; Quarterly payments of a fixed salary.///
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 4, 2026 - Present
VALMARK ADVISERS, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854RIA
CRD#: 108050
Mason, MI
Current
July 6, 2026 - Present
VALMARK SECURITIES, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854BD
CRD#: 31243
MASON, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Michigan(8/3/2026)
IAR
Michigan(8/4/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/6/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Loading...
Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,881 |
| AUM (Assets Under Management) | $ 10,166,311,019 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Mason, MI 48854TRUST BUT VERIFY
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