Jeremy Wallen

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

• 04/2013 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 05/2013 → 01/2020
  Bank Of America, N.A.
  Chandler, AZ
• 01/2020 → 04/2025
  Unionbanc Investment Services
  Tempe, AZ
• 04/2025 → 08/2025
  Lpl Financial
  Phoenix, AZ
• 04/2025 → 08/2025
  Oneaz Credit Union
  Phoenix, AZ
• 11/2025 → Present
  Valic Financial Advisors Inc
  Phoenix, AZ

Previous Registrations

• 2025-05-02 → 2025-09-10
  Lpl Financial Llc
  Phoenix, AZ
• 2020-01-23 → 2025-04-22
  U.S. Bancorp Advisors, Llc
  Hemet, CA
  San Diego, CA
  Imperial Beach, CA
  Redlands, CA
  Ramona, CA
  Yucca Valley, CA
  Menifee, CA
  Blythe, CA
  San Diego, CA
  San Diego, CA
  Lakewood, CA
  Moorpark, CA
  San Diego, CA
  Soledad, CA
  Oceanside, CA
  Spring Valley, CA
  Simi Valley, CA
  San Diego, CA
  Anaheim, CA
  Oceanside, CA
  Oceanside, CA
  Carlsbad, CA
  Tempe, AZ
  Buena Park, CA
  Phoenix, AZ
• 2013-05-07 → 2020-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Chandler, AZ
  Chandler, AZ
• 2006-04-12 → 2012-11-05
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2005-09-22 → 2006-02-02
  Morgan Stanley Dw Inc.
  Victorville, CA

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 13 START DATE: 12/15/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2005-09-19

Other Names

• Wallen Jeremy
• Wallen Ray Jeremy
• Jeremy Ray Wallen
• Jeremy R Wallen