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Jacquelyn Blair Csonka

Valic Financial Advisors, Inc.

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About Jacquelyn Blair Csonka

Jacquelyn Csonka is an investment advisor representative at Valic Financial Advisors, Inc., with a focus on providing comprehensive financial planning and portfolio management services. Jacquelyn has been in the financial services industry since 2017, and has earned both the Series 63 and 65 licenses, as well as the Series 7TO and SIE exams. Jacquelyn is registered to provide investment advisory services in Georgia, North Carolina, and South Carolina. Prior to joining Valic Financial Advisors, Inc., Jacquelyn held roles at Park Avenue Securities LLC and Guardian Life Insurance. Jacquelyn also serves as Co-treasurer for the Vista View Estates Owners' Association, Inc.

Firm Information

Jacquelyn Csonka 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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Jacquelyn Csonka’s Registration & Firm History

GA

09/29/2023 - Present

Valic Financial Advisors, Inc. (ATLANTA GA)

GA

01/27/2020 - 04/26/2021

PARK AVENUE SECURITIES LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/14/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/31/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacquelyn Blair Csonka.
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