Jason Jarvis
Investment adviser representative at Valic Financial Advisors, Inc.
13 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
13 years in the industry.
- AgiaJan 2024 to now
- Valic Financial Advisors, Inc.Jul 2023 to now
- UnemployedMay 2023 to Jun 2023
- Dobi's TeriyakiJun 2022 to Jan 2023
- The Resort At Paws UpJul 2021 to Aug 2021
- UnemployedAug 2020 to Jul 2021
- University of MontanaAug 2019 to May 2023
- Splash Car WashJun 2019 to Aug 2020
- UnemployedJan 2019 to Jun 2019
- Access FitnessOct 2017 to Jan 2019
- UnemployedJan 2013 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (ID, MT, UT, WA).
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
- 7770977
- Firm CRD
- 42803