Gary JonesCRD 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 10 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Valic Financial Advisors, Inc.||St. Louis, MO||Oct 2014 - Current||4|
|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|
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- 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
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