Jeremy King, financial advisor Fort Worth TX
81 score

Jeremy King

CRD Number: 5426609
Current Firm: Valic Financial Advisors, Inc.

Jeremy King (CRD# 5426609) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Fort Worth, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Plano, TX Dec 2014 - Current 2
Proequities Inc. Dallas, TX Jun 2014 - Dec 2014 < 1
Td Ameritrade Roanoke, TX Apr 2014 - May 2014 < 1
Prudential Insurance Company Of America Newark, NJ Sep 2011 - Mar 2014 2
Fidelity Investments Institutional Services Westlake, TX Feb 2010 - Sep 2011 1
Edward Jones Ft Worth, TX Sep 2007 - Jan 2010 2
Fort Worth Cats Baseball Fort Worth, TX Jan 2007 - Sep 2007 < 1
Skatetown Grapevine, TX Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy G. King
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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