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Aaron Paul Jackson

Valic Financial Advisors, Inc.

Boca Raton, FL

CRD 2600463

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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:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-02-07
DC RA APPROVED 2024-09-16
GA RA APPROVED 2021-01-06
CA RA APPROVED 2020-02-10
NC RA APPROVED 2013-12-23
WA RA APPROVED 2013-12-23
FL RA APPROVED 2002-05-02
  • LA RA
    APPROVED
    Since 2025-02-07
  • DC RA
    APPROVED
    Since 2024-09-16
  • GA RA
    APPROVED
    Since 2021-01-06
  • CA RA
    APPROVED
    Since 2020-02-10
  • NC RA
    APPROVED
    Since 2013-12-23
  • WA RA
    APPROVED
    Since 2013-12-23
  • FL RA
    APPROVED
    Since 2002-05-02

Branch Locations

1800 North Military Trail Suite 340, Boca Raton, FL 33431 • 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 Houston TX 10/1999 Present
Agia Houston TX 12/2022 Present
  • 10/1999 → Present
    Valic Financial Advisors
    Houston, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

TWESKARD PROPERTIES, LLC POSITION: President and CEO NATURE: Financing, investment, renovation, rental or sale of residential investment properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2018 ADDRESS: 406 San Remo Drive, Jupiter FL 33458, United States DESCRIPTION: Evaluate and enter into contracts for the purchase, renovation, financing, rental, and sale of residential property. 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 2022-05-21
S63 Uniform Securities Agent State Law Examination 2014-04-21
  • S66 Uniform Combined State Law Examination
    2022-05-21
  • S63 Uniform Securities Agent State Law Examination
    2014-04-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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