Jacob Wallace Holt
Investment adviser representative at Valic Financial Advisors, Inc.
8 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business
Are you Jacob Wallace Holt? Claim your profile
Contact this firm
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
8 years in the industry.
- AgiaNov 2024 to now
- Valic Financial Advisors, Inc.Oct 2024 to now
- Baptist Health South FloridaMay 2024 to Oct 2024
- Liberty UniversityOct 2018 to Oct 2024
- National Counseling GroupJan 2018 to Jul 2018
- Intercon IncMay 2017 to Dec 2017
- Old NavyJan 2017 to Apr 2017
- ChilisSep 2016 to Dec 2016
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
- 7981109
- Firm CRD
- 42803