James Paul Lesniewski
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
3 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Nov 2020 to now
- Bankers Life & Casualty, IncJun 2020 to Oct 2020
- Bankers Life Securities, IncJun 2020 to Oct 2020
- Banks Life Advisory Services, IncJun 2020 to Oct 2020
- LPL Financial, LLCSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (AK, AZ, VA).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2534628
- Firm CRD
- 42803