James Paul Lesniewski

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

• 05/2013 → 09/2016
  Ameriprise Financial Services Inc
  Peoria, AZ
• 09/2016 → 05/2020
  Lpl Financial, Llc
  Scottsdale, AZ
• 06/2020 → 10/2020
  Bankers Life & Casualty, Inc
  Phoenix, AZ
• 06/2020 → 10/2020
  Bankers Life Securities, Inc
  Phoenix, AZ
• 06/2020 → 10/2020
  Banks Life Advisory Services, Inc
  Phoenix, AZ
• 11/2020 → Present
  Valic Financial Advisors, Inc
  Plano, TX
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2020-06-29 → 2020-12-01
  Bankers Life Advisory Services, Inc.
  Phoenix, AZ
  Chicago, IL
• 2016-10-05 → 2019-07-15
  Lpl Financial Llc
  Scottsdale, AZ
• 2015-11-05 → 2016-10-07
  Ameriprise Financial Services, Llc
  Glendale, AZ
  Flagstaff, AZ
• 2011-10-27 → 2013-02-11
  Bancwest Investment Services, Inc.
  Tolleson, AZ
  Coolidge, AZ
  San Manuel, AZ
  Globe, AZ
  Superior, AZ
  Central Heights, AZ
  Kearny, AZ
  Black Canyon City, AZ
• 2002-06-03 → 2010-01-13
  U.S. Bancorp Investments, Inc.
  Waukesha, WI
  Pewaukee, WI
  Oconomowoc, WI
  Hartland, WI
  Delafield, WI
  Hartland, WI
  Oconomowoc, WI
  Sussex, WI

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

• S65 Uniform Investment Adviser Law Examination
  2011-08-01
• S63 Uniform Securities Agent State Law Examination
  1995-08-21

Other Names

• James Paul Lesniewski
• James P Lesniewski
• James P. Lesniewski
• James Lesniewski