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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-06-05
OR RA APPROVED 2018-05-29
  • WA RA
    APPROVED
    Since 2018-06-05
  • OR RA
    APPROVED
    Since 2018-05-29

Branch Locations

1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Lake Oswego OR 10/2015 02/2017
Massmutual Life Insurance Company Lake Oswego OR 02/2017 05/2018
Mml Investors Services Lake Oswego OR 03/2017 05/2018
Valic Financial Advisors, Inc. Wilsonville OR 05/2018 Present
Agia Houston TX 12/2022 Present
  • 10/2015 → 02/2017
    Waddell & Reed, Inc.
    Lake Oswego, OR
  • 02/2017 → 05/2018
    Massmutual Life Insurance Company
    Lake Oswego, OR
  • 03/2017 → 05/2018
    Mml Investors Services
    Lake Oswego, OR
  • 05/2018 → Present
    Wilsonville, OR
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

PACK2SUSTAIN, LLC POSITION: Owner NATURE: Please see this link for an overview of the work: https://pack2sustainblog.wordpress.com/. I'll be performing this work primarily to support a former Packaging industry colleague, who is now herself a businessowner: https://adducomm.com/. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 2 START DATE: 08/17/2020 ADDRESS: 10132 SW Madrid Loop, Wilsonville OR 97070, United States DESCRIPTION: Primarily research, ideal leadership and life cycle analysis work in the area of packaging materials and equipment. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
S63 Uniform Securities Agent State Law Examination 2016-04-11
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10
  • S63 Uniform Securities Agent State Law Examination
    2016-04-11
Other Names
  • Jay Anthony Edwards
  • Jay Edwards

View on SEC IAPD

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