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Jeffrey A Gruse

Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
11 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.

  1. Valic Financial Advisors, Inc.Mar 2025 to now
  2. AgiaDec 2024 to now
  3. Valic Financail Advisor IncNov 2024 to now
  4. Cloud Compute LLCAug 2021 to now
  5. Tech-marine BusinessJun 2022 to Dec 2024
  6. Tech-marine BusinessJun 2021 to Jul 2021
  7. UnemployedDec 2020 to May 2021
  8. DoordashApr 2020 to Nov 2020
  9. InstacartApr 2020 to Nov 2020
  10. James Madison UniversityJan 2020 to Jun 2022
  11. UnemployedDec 2019 to Apr 2020
  12. Redhawk ItJun 2019 to Nov 2019
  13. UnemployedJan 2019 to May 2019
  14. Dreamhome RemodelingNov 2017 to Dec 2018
  15. Northern Virginia Community CollegeAug 2017 to Nov 2019
  16. Aim Auto Insurance MartJun 2016 to Nov 2017
  17. Thomas Edison High SchoolAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 11 states (AZ, CO, FL, MD, NC, OH, PA, SC, VA, WA, WV).

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
7975380
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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