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John David Valleau

President/Chief Compliance OfficerShankervalleau Wealth Advisors, Inc.CRD 2300422

About John David Valleau

John David Valleau is listed as President/Chief Compliance Officer at Shankervalleau Wealth Advisors, Inc. in Skokie, IL. Form ADV reports a beneficial ownership band of Under 5%. John David Valleau is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Shankervalleau Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John David Valleau work?

John David Valleau is listed as President/Chief Compliance Officer at Shankervalleau Wealth Advisors, Inc. on SEC Form ADV.

How much of Shankervalleau Wealth Advisors, Inc. does John David Valleau own?

Form ADV reports a beneficial ownership band of Under 5%.

Shankervalleau Wealth Advisors, Inc.

TitlePresident/Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since1992
View Shankervalleau Wealth Advisors, Inc. →

Shankervalleau Wealth Advisors, Inc.

TitleTrustee
OwnershipOver 75%
Control personYes
Since2024
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