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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2021-10-29
NY RA APPROVED 2021-08-16
FL RA APPROVED 2019-01-09
PA RA APPROVED 2018-10-19
NJ RA APPROVED 2018-09-12
  • DE RA
    APPROVED
    Since 2021-10-29
  • NY RA
    APPROVED
    Since 2021-08-16
  • FL RA
    APPROVED
    Since 2019-01-09
  • PA RA
    APPROVED
    Since 2018-10-19
  • NJ RA
    APPROVED
    Since 2018-09-12

Branch Locations

307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • 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
Next Financial Group, Inc Toms River NJ 05/2004 09/2018
Valic Financial Advisors, Inc. Berkeley Heights NJ 09/2018 Present
Agia Houston TX 12/2022 Present
  • 05/2004 → 09/2018
    Next Financial Group, Inc
    Toms River, NJ
  • 09/2018 → Present
    Berkeley Heights, NJ
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
  • 2004-05-26 → 2018-09-04
    Next Financial Group, Inc.
    Freehold, NJ
    Toms River, NJ
  • 2003-07-18 → 2004-05-26
    Main Street Management Company
    Toms River, NJ
Other Businesses

BOUNTIFUL PLAN LLC POSITION: owner NATURE: author / publisher of books and related materials INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2018 ADDRESS: 9 Wilson Ct, Manalapan NJ 07726, United States DESCRIPTION: author ACADEMY FOR REAL ESTATE CAREERS POSITION: Instructor NATURE: Academy for Real Estate Careers offers licensing and continuing educationfor NJ Realtors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2018 ADDRESS: 500 Highway 9, Lanoka Harbor NJ 08732, United States DESCRIPTION: Instructor for CE class ADVISORY BOARD MCVTS FINANCE ACADEMY POSITION: Board Member NATURE: Advisory board member, volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2021 ADDRESS: 21 Sutton Lane, Piscataway NJ 08854, United States DESCRIPTION: Participate in advisory board meetings BATTLEGROUND HISTORICAL SOCIETY POSITION: Board Member NATURE: This is a community historical society. It's primary purpose is to preserve and maintain The Village Inn, a property located at 2 Water Street, Englishtown, NJ and included in the National Register of Historic Places, currently operating as a museum of local history. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: PO Box 61, Tennent NJ 07763, United States DESCRIPTION: Board member. 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 2003-07-11
S63 Uniform Securities Agent State Law Examination 1996-07-15
  • S65 Uniform Investment Adviser Law Examination
    2003-07-11
  • S63 Uniform Securities Agent State Law Examination
    1996-07-15
Other Names
  • Jennifer Blake
  • Jen Blake
  • Jennifer Blake Karaczun
  • Jennifer Karaczun

View on SEC IAPD

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