Philip Jones

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:

Current Employers

Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-06-08
MO	RA	APPROVED	2026-05-13
KS	RA	APPROVED	2026-05-12
MS	RA	APPROVED	2026-04-21
OH	RA	APPROVED	2026-04-10
AL	RA	APPROVED	2026-04-09
FL	RA	APPROVED	2022-07-29
IN	RA	APPROVED	2022-05-17
IL	RA	APPROVED	2022-03-31
GA	RA	APPROVED	2022-03-11
NJ	RA	APPROVED	2022-03-08
NC	RA	APPROVED	2022-03-04
PA	RA	APPROVED	2022-03-04
SC	RA	APPROVED	2022-03-04
VA	RA	APPROVED	2022-03-04
TX	RA	APPROVED	2021-06-05

OK RA
APPROVED

Since 2026-06-08
MO RA
APPROVED

Since 2026-05-13
KS RA
APPROVED

Since 2026-05-12
MS RA
APPROVED

Since 2026-04-21
OH RA
APPROVED

Since 2026-04-10
AL RA
APPROVED

Since 2026-04-09
FL RA
APPROVED

Since 2022-07-29
IN RA
APPROVED

Since 2022-05-17
IL RA
APPROVED

Since 2022-03-31
GA RA
APPROVED

Since 2022-03-11
NJ RA
APPROVED

Since 2022-03-08
NC RA
APPROVED

Since 2022-03-04
PA RA
APPROVED

Since 2022-03-04
SC RA
APPROVED

Since 2022-03-04
VA RA
APPROVED

Since 2022-03-04
TX RA
APPROVED

Since 2021-06-05

Branch Locations

Fort Worth, TX • United States

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • 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

Organization	City	State	From	To
Valic Financial Advisors	Houston	TX	04/2021	Present
Texas Workforce Commission	Fort Worth	TX	03/2009	03/2021
Agia	Houston	TX	12/2022	Present

04/2021 → Present

Valic Financial Advisors

Houston, TX
03/2009 → 03/2021

Texas Workforce Commission

Fort Worth, TX
12/2022 → Present

Agia

Houston, TX

Other Businesses

NA - RENTAL PROPERTY POSITION: Owner NATURE: My wife and I own 3 rental properties, at the addresses listed below: 237 Creekside Drive Saginaw, TX 76131 768 Red Elm Lane Fort Worth, Tx 76131 4649 Waterway Drive N. Fort Worth, TX 76137 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2014 ADDRESS: 473 Spring Drive, Saginaw TX 76131, United States DESCRIPTION: Primary duties include collecting rent checks once per month per property and scheduling any maintenance or repairs that arise with the appropriate service providers. There is little to no daily duties, and none during normal working hours. 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 NEW RENTAL PROPERTY 473 SPRING DRIVE POSITION: Owner NATURE: New lease signed on this property effective 8/1: rent is now $2250 per month. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 473 Spring Drive, Saginaw TX 76131, United States DESCRIPTION: A realtor will show the property. Once tenants are selected, my only duties will be to schedule any maintenance issues that arise, collect rent, and discuss any issues that tenants bring up.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-04

S66 Uniform Combined State Law Examination

2021-06-04

View on SEC IAPD