Jason Joe, financial advisor Houston TX
93 score

Jason Joe

CRD Number: 5343783
Current Firm: Valic Financial Advisors, Inc.

Jason Joe (CRD# 5343783) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Houston, TX Jul 2015 - Current 1
Next Financial Group Houston, TX Sep 2014 - Current 2
Unemployed Lakeland, TN Dec 2013 - Sep 2014 < 1
Scottrade, Inc. Lubbock, TX May 2008 - Dec 2013 5
Unemployed Lakeland, TN Jan 2008 - May 2008 < 1
Edward Jones St. Louis, MS May 2007 - Jan 2008 < 1
Atlas Freight Systems Houston, TX Oct 2006 - May 2007 < 1
Pilot Air Freight Houston, TX Feb 2005 - Oct 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Jason C. Joe
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
93
Clean Record
This advisor has a clean track record with regulators.

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