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Jeffrey Brian Isley

Valic Financial Advisors, Inc.

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About Jeffrey Brian Isley

Jeffrey Brian Isley is a financial advisor with over 12 years of experience in the industry. He currently works at Valic Financial Advisors, Inc. as a Registered Representative, Registered Investment Advisor, and Investment Advisor Representative. He has a strong background in financial services and has a deep understanding of the investment landscape. Jeffrey Isley has a proven track record of helping clients reach their financial goals. He is committed to providing personalized financial advice and helping clients make informed decisions about their investments.

Firm Information

Jeffrey Isley 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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Jeffrey Isley’s Registration & Firm History

CA

08/22/2019 - Present

Valic Financial Advisors, Inc. (MODESTO CA)

CA

10/01/2012 - 02/14/2018

J.P. MORGAN SECURITIES LLC (CORTE MADERA CA)

CA

08/24/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CORTE MADERA CA)

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Licenses & Designations

IA

Issued 10/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Brian Isley. Review regulatory record here.
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