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Jacquelyn Bletzacker

Valic Financial Advisors, Inc.

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About Jacquelyn Bletzacker

Jacquelyn Bletzacker is an investment advisor representative with Valic Financial Advisors, Inc. Jacquelyn has been in the securities industry since November 1996. Jacquelyn has registrations with FINRA and is registered with the securities authorities in 32 states. Jacquelyn is a Series 66, 65 and 63 license holder. Jacquelyn specializes in portfolio management for individuals and offers other investment services such as financial planning and selection of other advisors.

Firm Information

Jacquelyn Bletzacker 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 Bletzacker’s Registration & Firm History

FL

08/09/2018 - Present

Valic Financial Advisors, Inc. (ORLANDO FL)

IL

10/10/2000 - 05/17/2001

GLOBENET SECURITIES, INC. (CHICAGO IL)

TX

01/21/1997 - 02/16/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

07/08/1995 - 01/29/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

04/21/1994 - 04/11/1995

SMITH BARNEY INC. (NEW YORK NY)

CO

02/23/1994 - 03/17/1994

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 05/10/2004

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/24/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/23/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacquelyn Bletzacker.
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