Jodie Young

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

• 03/2015 → 01/2017
  Td Ameritrade Investment Management, Llc
  Ft. Lauderdale, FL
• 01/2017 → 03/2022
  E*Trade Securities Llc
  Ft. Lauderdale, FL
• 01/2017 → 03/2022
  E*Trade Capital Management Llc
  Ft. Lauderdale, FL
• 03/2022 → 07/2023
  E*Trade Capital Management Llc
  Plantation, FL
• 03/2022 → 07/2023
  E*Trade Securities Llc
  Plantation, FL
• 01/2023 → 07/2023
  Morgan Stanley
  Plantation, FL
• 07/2023 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 09/2023 → 06/2024
  Bank Of America, N.A.
  Fort Lauderdale, FL
• 06/2024 → 06/2025
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
• 06/2025 → Present
  Valic Financial Advisors, Inc.
  Boca Raton, FL
• 06/2025 → Present
  Agia
  Houston, TX
• 06/2025 → Present
  Condo Rental
  Fort Lauderdale, FL

Previous Registrations

• 2024-06-24 → 2025-06-17
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
• 2023-08-28 → 2024-06-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 2017-01-12 → 2023-08-16
  Harrisdirect Llc
  Fort Lauderdale, FL
  Arlington, VA
  Ft. Lauderdale, FL
  Plantation, FL
• 2015-03-13 → 2017-01-09
  Td Ameritrade, Inc.
  Fort Lauderdale, FL
• 2015-03-17 → 2017-01-09
  Td Ameritrade Investment Management, Llc
  Ft Lauderdale, FL
• 2012-08-29 → 2015-02-25
  Strategic Advisers Llc
  Westlake, TX
  Ft. Lauderdale, FL

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non- Securities Insurance products for AGIA CONDO RENTAL POSITION: Landlord/Owner NATURE: Rental property (1 br condo) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: 2015 SE 10TH AVE, APT 106, FORT LAUDERDALE FL 33316, United States DESCRIPTION: no extensive duties to manage this rental

Exams

• S66 Uniform Combined State Law Examination
  2012-08-23
• S63 Uniform Securities Agent State Law Examination
  2007-07-06

Other Names

• Jodie D Young
• Jodie Denesia Young