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Jared Charles Zahn

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.

  1. AgiaMay 2025 to now
  2. Valic Financial Advisors, Inc.Feb 2025 to now
  3. UnemployedSep 2023 to Feb 2025
  4. Cushman & WakefieldDec 2019 to Sep 2023
  5. Robert HalfJul 2018 to Dec 2019
  6. Lehigh UniversityAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, PA).

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
7055858
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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