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Jayson W Wagner

Valic Financial Advisors, Inc.

Austin, TX

CRD 5787165

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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
AR RA APPROVED 2026-02-27
OH RA APPROVED 2024-12-12
OK RA APPROVED 2023-05-18
IA RA APPROVED 2021-02-05
LA RA APPROVED 2011-02-01
TX RA APPROVED 2010-09-22
  • AR RA
    APPROVED
    Since 2026-02-27
  • OH RA
    APPROVED
    Since 2024-12-12
  • OK RA
    APPROVED
    Since 2023-05-18
  • IA RA
    APPROVED
    Since 2021-02-05
  • LA RA
    APPROVED
    Since 2011-02-01
  • TX RA
    APPROVED
    Since 2010-09-22

Branch Locations

3737 Executive Center Drive Suite 111, Austin, TX 78731 • 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 05/2010 Present
Agia Houston TX 12/2022 Present
  • 05/2010 → Present
    Valic Financial Advisors
    Houston, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

BG DEVELOPMENT GROUP POSITION: Tour Guide NATURE: Sales of undeveloped land, it isn't a weekly or monthly occurrence. It is sporadic opportunity throughout the year. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2022 ADDRESS: 10670 North Central Expressway, Ste 210, Dallas TX 75231, United States DESCRIPTION: I give tours of undeveloped land that people may purchase when BG Development has a land sale. 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 2010-08-24
  • S66 Uniform Combined State Law Examination
    2010-08-24

View on SEC IAPD

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