Steven T Jarvis

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

Authority	Category	Status	Date
UT	RA	APPROVED	2022-01-27
WA	RA	APPROVED	2019-07-09
ID	RA	APPROVED	2012-07-02
MT	RA	APPROVED	2010-03-22

UT RA
APPROVED

Since 2022-01-27
WA RA
APPROVED

Since 2019-07-09
ID RA
APPROVED

Since 2012-07-02
MT RA
APPROVED

Since 2010-03-22

Branch Locations

3600 Brooks Street, Missoula, MT 59801 • 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

Organization	City	State	From	To
Valic Financial Advisors, Inc.	Missoula	MT	10/2009	Present
Agia	Houston	TX	12/2022	Present

10/2009 → Present

Valic Financial Advisors, Inc.

Missoula, MT
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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-02-11

S66 Uniform Combined State Law Examination

2010-02-11

View on SEC IAPD