Jonathan VilaCRD Number: 5284199
Current Firm: Valic Financial Advisors, Inc.
Jonathan Vila (CRD# 5284199) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Valic Financial Advisors||Tampa, FL||May 2009 - Current||8|
|Banc Of America Investment Services, Inc.||Tampa, FL||Oct 2008 - Mar 2009||< 1|
|Banc Of America Insurance Services, Inc.||Tampa, FL||Oct 2008 - Mar 2009||< 1|
|Morgan Keegan &company, Inc: 4161||Tampa, FL||Jun 2007 - Oct 2008||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Tampa, FL||Jan 2007 - May 2007||< 1|
|Premier Properties Of Charleston||Mt. Pleasant, SC||Aug 2005 - Jan 2007||1|
|Global Mortgage Group||Charleston, SC||Jul 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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