Jake Olsen

Current Employers

Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2025-07-01

MT RA
APPROVED

Since 2025-07-01

Branch Locations

208 N 29Th Street Suite 201, Billings, MT 59101 • United States

Great Falls, MT • 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
University Of Providence	Great Falls	MT	08/2018	05/2024
N/A	Great Falls	MT	05/2024	Present
Charles M Russell High School	Great Falls	MT	08/2014	05/2018
Valic Financial Advisors,Inc	Hoston	TX	02/2025	Present
Agia	Houston	TX	03/2025	Present

08/2018 → 05/2024

University Of Providence

Great Falls, MT
05/2024 → Present

N/A

Great Falls, MT
08/2014 → 05/2018

Charles M Russell High School

Great Falls, MT
02/2025 → Present

Valic Financial Advisors,Inc

Hoston, TX
03/2025 → Present

Agia

Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-Security Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/05/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell Non-securities insurance products for AGIA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-13

S66 Uniform Combined State Law Examination

2025-06-13

View on SEC IAPD

Current Employers

Valic Financial Advisors, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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