Jenifer Bollinger

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

• 06/2017 → 07/2018
  Penn Mutual Life Insurance
  Horsham, PA
• 10/2017 → 07/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 01/2017 → 06/2017
  National Planning Corporation
  Miami, FL
• 06/2016 → 01/2017
  Unemployed
  Miami, FL
• 07/2018 → 05/2019
  Massmutual
  Miami, FL
• 07/2018 → 05/2019
  Mml Investors Services Llc
  Miami, FL
• 05/2019 → Present
  Valic Financial Advisors, Inc.
  Miami, FL
• 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 WILDCAT BAND PARENT ASSOCIATION; POSITION: Board Member NATURE: Parent Association Board for South Miami Middle School Magnet Band program; support band director with activities INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 6750 SW 60th St, Miami, FL 33143, United States DESCRIPTION: Manage volunteers, support activities and help with all performances for the band

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-09
• S63 Uniform Securities Agent State Law Examination
  2018-06-06

Other Names

• Jenifer Ann Bollinger