Jason Douglas Kirk
Investment adviser representative at Valic Financial Advisors, Inc.
17 yearsExperience
40 statesRegistered in
CFP® certificationDesignation
$29.2BFirm assets
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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
17 years in the industry.
- Valic Financial Advisors, Inc.Aug 2024 to now
- AgiaAug 2024 to now
- Valic Financial Advisor, IncAug 2024 to now
- TIAAFeb 2009 to Jun 2024
- TIAA-CREF Individual & Institutional Services, LLCFeb 2009 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 40 states (AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY).
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
- 3199963
- Firm CRD
- 42803