Jonathan Ortega

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

• 02/2021 → 01/2022
  Natixis Investment Managers
  Boston, MA
• 10/2020 → 02/2021
  Total Quality Logistics
  Boston, MA
• 08/2020 → 09/2020
  Beacon Hill Staffing
  Boston, MA
• 05/2019 → 09/2019
  Whole Foods
  Andover, MA
• 05/2016 → 01/2017
  B.GOod
  North Andover, MA
• 10/2016 → 02/2017
  Vector Marketing
  Danvers, MA
• 02/2017 → 09/2017
  Northeast Rehabilitation Hospital Network
  Lowell, MA
• 05/2017 → 08/2017
  Uptown Landscaping
  Haverhill, MA
• 06/2018 → 09/2018
  Clubcorp
  Ipswitch, MA
• 10/2017 → 10/2018
  Uber
  Boston, MA
• 09/2016 → 08/2017
  Northern Essex Cc
  Haverhill, MA
• 09/2017 → 08/2020
  Univ. Of Massachusetts
  Amherst, MA
• 02/2022 → 07/2023
  Amundi Us, Inc.
  Boston, MA
• 07/2023 → 08/2025
  Fisher Investments
  Tampa, FL
• 08/2025 → Present
  Valic Financial Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2023-08-02 → 2024-12-20
  Fisher Investments
  Plano, TX
  Tampa, FL
• 2022-06-01 → 2023-07-07
  Amundi Asset Management Us, Inc.
  Boston, MA

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-SecuritiesInsurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-10
• S63 Uniform Securities Agent State Law Examination
  2021-07-16

Other Names

• Jon Ortega