Jodie Young
Investment adviser representative at Valic Financial Advisors, Inc.
11 yearsExperience
4 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
11 years in the industry.
- AgiaJun 2025 to now
- Condo RentalJun 2025 to now
- Valic Financial Advisors, Inc.Jun 2025 to now
- Wells Fargo Clearing Services, LLCJun 2024 to Jun 2025
- Bank of America, N.A.Sep 2023 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Jun 2024
- Morgan StanleyJan 2023 to Jul 2023
- E*trade Capital Management LLCJan 2017 to Jul 2023
- E*trade Securities LLCJan 2017 to Jul 2023
- TD Ameritrade Investment Management, LLCMar 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (FL, MD, SC, 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
- 5323403
- Firm CRD
- 42803