Gary Jones, financial advisor Overland Park KS

Gary Jones

CRD Number: 1544029
Current Firm: Valic Financial Advisors, Inc.

Gary Jones (CRD# 1544029) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Overland Park, KS and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. St. Louis, MO Oct 2014 - Current 5
Bank Of America, N.a. St. Louis, MO Oct 2010 - Oct 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. Louis, MO Sep 2010 - Oct 2014 4
Wachovia Securities Independence, MO Oct 2008 - Sep 2010 1
Wells Fargo Independence, MO Oct 2008 - Sep 2010 1
The Kansas City Star Kansas City, MO Oct 2005 - Oct 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Gary Jones
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AR
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    17,630
    MILLIONS
  • Total Number of Accounts
    377,404
    ACCOUNTS
  • Average Account Value
    $46,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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