Jeffrey Scavotto

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

• 03/2023 → 12/2023
  N/A
  Peoria, AZ
• 06/2020 → 03/2023
  Umpqua Bank
  Everett, WA
• 07/2014 → 05/2020
  N/A
  Oxford, MS
• 12/2023 → Present
  Valic Financial Advisor, Inc.
  Houston, TX
• 12/2023 → Present
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell Non-Securities Insurance products for AGIA RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2022 ADDRESS: 1428 W 43rd St, Houston TX 77018, United States DESCRIPTION: Rent property to tenants

Exams

• S66 Uniform Combined State Law Examination
  2024-04-01