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Jacob Benjamin Phillippi

Valic Financial Advisors, Inc.

Lakewood, CO

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-06
FL RA APPROVED 2023-07-14
AZ RA APPROVED 2021-05-05
NV RA APPROVED 2021-04-30
NE RA APPROVED 2021-04-26
NM RA APPROVED 2021-04-23
AR RA APPROVED 2021-04-22
KS RA APPROVED 2021-04-22
LA RA APPROVED 2021-04-22
MS RA APPROVED 2021-04-22
MO RA APPROVED 2021-04-22
TX RA APPROVED 2021-04-22
WY RA APPROVED 2021-04-22
CO RA APPROVED 2020-02-13
  • CA RA
    APPROVED
    Since 2025-08-06
  • FL RA
    APPROVED
    Since 2023-07-14
  • AZ RA
    APPROVED
    Since 2021-05-05
  • NV RA
    APPROVED
    Since 2021-04-30
  • NE RA
    APPROVED
    Since 2021-04-26
  • NM RA
    APPROVED
    Since 2021-04-23
  • AR RA
    APPROVED
    Since 2021-04-22
  • KS RA
    APPROVED
    Since 2021-04-22
  • LA RA
    APPROVED
    Since 2021-04-22
  • MS RA
    APPROVED
    Since 2021-04-22
  • MO RA
    APPROVED
    Since 2021-04-22
  • TX RA
    APPROVED
    Since 2021-04-22
  • WY RA
    APPROVED
    Since 2021-04-22
  • CO RA
    APPROVED
    Since 2020-02-13

Branch Locations

165 South Union Boulevard Suite 600, Lakewood, CO 80228 • 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
Valic Financial Advisors, Inc. Lakewood CO 01/2020 Present
Cerner Corporation Kansas City MO 07/2017 01/2020
University Of Missouri Columbia MO 08/2016 07/2017
Agia Houston TX 12/2022 Present
  • 01/2020 → Present
    Lakewood, CO
  • 07/2017 → 01/2020
    Cerner Corporation
    Kansas City, MO
  • 08/2016 → 07/2017
    University Of Missouri
    Columbia, MO
  • 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
S66 Uniform Combined State Law Examination 2020-02-07
  • S66 Uniform Combined State Law Examination
    2020-02-07
Other Names
  • Jacob Phillippi

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