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Seth A Jackson

Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
5 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.

  1. AgiaJan 2023 to now
  2. Valic Financial Advisors, Inc.Nov 2022 to now
  3. J.P. Morgan Securities LLCMar 2021 to Nov 2022
  4. JPMorgan Chase Bank, N.A.Mar 2021 to Nov 2022
  5. UnemployedFeb 2021 to Feb 2021
  6. Bank of the WestApr 2019 to Jan 2021
  7. UnemployedFeb 2019 to Mar 2019
  8. Sammons Financial GroupJul 2017 to Jan 2019
  9. UnemployedApr 2017 to Jun 2017
  10. Lodging Opportunity FundOct 2016 to Mar 2017
  11. The M&a Group LLCOct 2016 to Mar 2017
  12. Doolittle'sJun 2016 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2008
  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 5 states (MN, ND, OH, TX, WI).

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
4336100
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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