Jason Smith, financial advisor Miami FL
70 score

Jason Smith

CRD Number: 6105398
Current Firm: Valic Financial Advisors, Inc.

Jason Smith (CRD# 6105398) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Miami Lakes, FL Jun 2013 - Current 3
Patent & Trademark Office Miami, FL Nov 2007 - Current 9
Edward Jones St Louis, MO Aug 2012 - Jan 2013 < 1
Michael Baker Corportion Pittsburgh, PA Mar 2006 - Nov 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jason C. Smith
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
  • PA
  • MA
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
70

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