Justin Michael Oldham

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2013 → 03/2023
  Valic Financial Advisors
  Overland, KS
• 12/2022 → 03/2023
  Agia
  Houston, TX
• 03/2023 → 02/2026
  Principal Life Insurance Company
  Lone Jack, MO
• 03/2023 → 02/2026
  Principal Securities, Inc.
  Lone Jack, MO
• 02/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2023-03-30 → 2026-02-05
  Principal Securities, Inc.
  Lone Jack, MO
  Overland Park, KS
• 2013-07-30 → 2023-04-05
  Valic Financial Advisors, Inc.
  Overland Park, KS
• 2011-08-26 → 2012-04-12
  Wells Fargo Clearing Services, Llc
  Lees Summit, MO

Other Businesses

1. KUHLMANN FINANCIAL SERVICES, INC; 46 WOODCASTLE DR, SAINT CHARLES, MO 63304; TRAILS; START 2/4/2026; 0 HOURS. 2. VARIOUS OUTSIDE INSURANCE ACTIVITIES.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-04

Other Names

• Justin Michael Oldham
• Justin Oldham