Jeremy Wallen
Investment adviser representative at Valic Financial Advisors, Inc.
12 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
12 years in the industry.
- Valic Financial Advisors, Inc.Nov 2025 to now
- LPL FinancialApr 2025 to Aug 2025
- Oneaz Credit UnionApr 2025 to Aug 2025
- Unionbanc Investment ServicesJan 2020 to Apr 2025
- Bank of America, N.A.May 2013 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (AK, AZ, CA).
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
- 4938380
- Firm CRD
- 42803