Jonathan Stephan Guaman
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
- Bank of America, N.A.Oct 2024 to Feb 2026
- Georgetown UniversityAug 2024 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to Feb 2026
- UnemployedJul 2024 to Aug 2024
- Purdue University GlobalDec 2021 to Apr 2024
- Onemain FinancialApr 2018 to Jul 2024
- UnemployedFeb 2018 to Apr 2018
- Open Road Acura of East BrunswickJun 2017 to Feb 2018
- Dch Brunswick ToyotaNov 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7977205
- Firm CRD
- 42803