Medzer St jean
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.Feb 2026 to now
- Thrivent FinancialMay 2025 to Jan 2026
- Thrivent Investment Management IncMay 2025 to Jan 2026
- Ig Wealth ManagementJul 2023 to Apr 2025
- Fidelity Investments Canada UlcDec 2021 to Jun 2023
- GardaworldMar 2019 to Dec 2021
- Voxdata SolutionsSep 2017 to Feb 2019
- Concordia UniversitySep 2016 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8066606
- Firm CRD
- 42803