Jennifer Marie Bauman

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → 06/2023
  Homemaker/Full-Time Mother
  Houston, TX
• 06/2023 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 08/2023 → Present
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 292 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities insurance products for AGIA 137 MCPHILLIPS PINE LANE RENTAL POSITION: Owner NATURE: This is our family home which we use approximately one month a year so we rent it out at other times to defray the carrying costs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2021 ADDRESS: 137 McPhillips Pine Lane, Chestertown NY 12817, United States DESCRIPTION: As owner I'm in charge of contacting renters and maintenance/repair vendors to care for the home. Itake care of the banking and insurance needs as well as anything else associated with owning a property. 204 ESTATES CIRCLE POSITION: Owner NATURE: This is a house that was purchased as an investment property designed for college students to rent on a yearly basis. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 204 Estates Circle, College Station TX 77840, United States DESCRIPTION: As owner I manage the rental and all aspects of maintaining the home; and all legal, insurance and banking needs as well. RAD INDUSTRIES, LLC POSITION: Member NATURE: RAD Industries is an LLC established to own and operate restaurant franchises. Currently there is one--in Houston--American Deli INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2023 ADDRESS: 3014 Broadmead DR, Houston TX 77025, United States DESCRIPTION: I have no responsibilities or authority other than my percentage vote as a member - this is solely an investment.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-29
• S63 Uniform Securities Agent State Law Examination
  1989-07-05

Other Names

• Jennifer Marie Flatley
• Jennifer Marie Flatley
• Jennifer Bauman