Dennis John Jacques
Investment adviser representative at Valic Financial Advisors, Inc.
24 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
24 years in the industry.
- Valic Financial Advisors, Inc.Sep 2026 to now
- Milestone Asset Management, LLCAug 2025 to Aug 2026
- UnemployedMay 2025 to Aug 2025
- Optimus TechnologiesJul 2024 to May 2025
- HyosungOct 2022 to May 2024
- UnemployedJun 2022 to Oct 2022
- ConvergeoneJun 2017 to Jun 2022
- Reed Smith LLPJun 2002 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8144879
- Firm CRD
- 42803