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Jack Yale

Valic Financial Advisors, Inc.

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About Jack Yale

Jack Yale is a financial advisor registered with Valic Financial Advisors, Inc. Jack has over 28 years of experience in the financial services industry. Jack is registered to provide investment advice in Arkansas, Colorado, Illinois, Kansas, and Missouri. Jack is also a Certified Financial Planner. Jack's office is located in St. Louis, Missouri.

Firm Information

Jack Yale is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Yale’s Registration & Firm History

MO

05/21/2024 - Present

Valic Financial Advisors, Inc. (ST. LOUIS MO)

NC

11/25/2020 - 02/07/2024

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

MO

08/08/2014 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Brentwood MO)

MO

08/16/2010 - 07/15/2014

PNC INVESTMENTS (CLAYTON MO)

IL

08/07/2009 - 08/05/2010

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MO

11/02/1995 - 06/17/2009

THRIVENT INVESTMENT MANAGEMENT INC. (CHESTERFIELD MO)

NY

07/22/1987 - 07/19/1988

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/01/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/24/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Yale.
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