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Jerilynn Holmes

Valic Financial Advisors, Inc.

Carmel, IN

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-21
IL RA APPROVED 2025-03-19
MI RA APPROVED 2025-03-19
OH RA APPROVED 2025-03-18
IN RA APPROVED 2019-11-22
  • KY RA
    APPROVED
    Since 2025-03-21
  • IL RA
    APPROVED
    Since 2025-03-19
  • MI RA
    APPROVED
    Since 2025-03-19
  • OH RA
    APPROVED
    Since 2025-03-18
  • IN RA
    APPROVED
    Since 2019-11-22

Branch Locations

630 West Carmel Drive Suite 140, Carmel, IN 46032 • 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
First Internet Bank Indianapolis IN 04/2013 01/2017
Forum Credit Union Fishers IN 01/2017 Present
Valic Financial Advisors, Inc. Carmel IN 03/2019 Present
Agia Houston TX 12/2022 Present
  • 04/2013 → 01/2017
    First Internet Bank
    Indianapolis, IN
  • 01/2017 → Present
    Forum Credit Union
    Fishers, IN
  • 03/2019 → Present
    Valic Financial Advisors, Inc.
    Carmel, IN
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

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 2019-11-21
S63 Uniform Securities Agent State Law Examination 2019-04-09
  • S65 Uniform Investment Adviser Law Examination
    2019-11-21
  • S63 Uniform Securities Agent State Law Examination
    2019-04-09

View on SEC IAPD

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Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN

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