Kaylie Jerdal
Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
5 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
12 years in the industry.
- Valic Financial Advisors, Inc.Jan 2026 to now
- Valic Finanical Advisors, Inc.Oct 2025 to now
- UnemployedJun 2025 to Sep 2025
- BluemercurySep 2023 to May 2025
- Ideas Summer CampJun 2023 to Aug 2023
- Freelance Personal AssistantJul 2022 to Aug 2023
- Because Justice MattersAug 2021 to Dec 2021
- Bechmark EateryMay 2021 to Aug 2021
- Westmont CollegeAug 2019 to Dec 2022
- Three Sisters BoutiqueMay 2019 to Aug 2019
- Severn InnApr 2019 to Aug 2019
- Bridge Tutorial MinistriesAug 2015 to Jun 2019
- Self-employedJul 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 5 states (DC, DE, MD, PA, VA).
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
- 8080777
- Firm CRD
- 42803