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Jules Green

Investment adviser representative at Valic Financial Advisors, Inc.
15 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

15 years in the industry.

  1. Kohl's CorporationOct 2025 to now
  2. Valic Financial Advisors, Inc.Dec 2024 to now
  3. AgiaNov 2024 to now
  4. Globe Life - the Tommy Pope AgencyNov 2023 to Oct 2024
  5. AppviewxMay 2022 to Sep 2023
  6. ChevronNov 2011 to May 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (FL, OH, TX).

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
5002206
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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