Steven Jenkins
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
1 stateRegistered 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.
- Valic Financial Advisors, Inc.Jun 2026 to now
- Fidelity InvestmentsMay 2025 to May 2026
- TIAASep 2023 to Apr 2025
- TIAA-CREF Individual & Institutional Services, LLCSep 2023 to Apr 2025
- Re/max Commercial Advisors GroupJun 2022 to Sep 2023
- Logistic ValuationMay 2021 to Jun 2022
- Angi Homeservices, Inc.Mar 2021 to Apr 2021
- Burnett Companies ConsolidatedJan 2021 to Mar 2021
- Selectquote, Inc.Aug 2020 to Nov 2020
- Well Fargo Clearing Services, LLCFeb 2020 to Aug 2020
- Wells Fargo Bank, NAFeb 2020 to Aug 2020
- First America HomesJul 2019 to Jan 2020
- TIAAApr 2016 to Jun 2019
- TIAA-CREF Individual & Institutional Services, LLCApr 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 6629523
- Firm CRD
- 42803