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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-08
OR RA APPROVED 2026-04-01
FL RA APPROVED 2025-10-29
IA RA APPROVED 2025-05-19
MN RA APPROVED 2025-03-07
AZ RA APPROVED 2025-02-11
NV RA APPROVED 2025-01-27
CA RA APPROVED 2024-11-15
  • IN RA
    APPROVED
    Since 2026-06-08
  • OR RA
    APPROVED
    Since 2026-04-01
  • FL RA
    APPROVED
    Since 2025-10-29
  • IA RA
    APPROVED
    Since 2025-05-19
  • MN RA
    APPROVED
    Since 2025-03-07
  • AZ RA
    APPROVED
    Since 2025-02-11
  • NV RA
    APPROVED
    Since 2025-01-27
  • CA RA
    APPROVED
    Since 2024-11-15

Branch Locations

2650 Camino Del Rio North Ste 100, San Diego, CA 92108 • 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
Fidelity Brokerage Services Llc Minnetonka MN 08/2019 07/2021
White Bear Mitsubishi Motors White Bear Lake MN 06/2016 08/2017
Uw-Madison Department Of Mechanical Engineering Madison WI 11/2017 05/2018
Northwestern Mutual Minneapolis MN 05/2018 04/2019
Synerg Llc Minneapolis MN 01/2018 04/2018
School Minneapolis MN 01/2002 05/2019
Fidelity Investments Denver CO 07/2021 06/2023
Fidelity Investments San Diego CO 06/2023 04/2024
Unemployed San Diego CA 04/2024 Present
Valic Financial Advisor Inc San Diego CA 11/2024 Present
Agia Houston TX 11/2024 Present
  • 08/2019 → 07/2021
    Fidelity Brokerage Services Llc
    Minnetonka, MN
  • 06/2016 → 08/2017
    White Bear Mitsubishi Motors
    White Bear Lake, MN
  • 11/2017 → 05/2018
    Uw-Madison Department Of Mechanical Engineering
    Madison, WI
  • 05/2018 → 04/2019
    Northwestern Mutual
    Minneapolis, MN
  • 01/2018 → 04/2018
    Synerg Llc
    Minneapolis, MN
  • 01/2002 → 05/2019
    School
    Minneapolis, MN
  • 07/2021 → 06/2023
    Fidelity Investments
    Denver, CO
  • 06/2023 → 04/2024
    Fidelity Investments
    San Diego, CO
  • 04/2024 → Present
    Unemployed
    San Diego, CA
  • 11/2024 → Present
    Valic Financial Advisor Inc
    San Diego, CA
  • 11/2024 → Present
    Agia
    Houston, TX
Previous Registrations
  • 2021-02-16 → 2024-05-24
    Fidelity Personal And Workplace Advisors
    Denver, CO
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA LITTLE ITALY ASSOCIATION POSITION: Board Member NATURE: This is a nonprofit for the neighborhood of Little Italy, where I live here in San Diego. I volunteer my time to assist with fundraising and connect with local businesses to sponsor the dog park. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2025 ADDRESS: 2210 Columbia St, San Diego CA 92101, United States DESCRIPTION: I spread the word about the dog park fundraising, I contact local businesses to gauge interest in sponsorship for the dog park.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-28
  • S66 Uniform Combined State Law Examination
    2020-07-28
Other Names
  • Jacob Robert Gedis
  • Jacob Gedis

View on SEC IAPD

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