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Jeffrey Warren Fehrmann

Valic Financial Advisors, Inc.

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About Jeffrey Warren Fehrmann

Jeffrey Fehrmann is an investment advisor representative at Valic Financial Advisors, Inc.. Jeffrey is licensed to provide investment advice in Florida, Illinois, Indiana, Michigan, Nevada, and Wisconsin. Jeffrey has been in the industry since April 16, 2015. Jeffrey has worked for J.P. Morgan Securities LLC, Optionshouse, and First Trust Portfolios L.P. in the past. Jeffrey is a Registered Representative of FINRA, and is also licensed as an Investment Advisor Representative in these states. Jeffrey also provides insurance products as an agent for AGIA. Jeffrey's firm, Valic Financial Advisors, Inc., offers financial planning, portfolio management for individuals, and selection of other advisors. Valic Financial Advisors, Inc. manages approximately $25.25 Billion in assets.

Firm Information

Jeffrey Fehrmann 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 Fehrmann’s Registration & Firm History

IL

03/06/2020 - Present

Valic Financial Advisors, Inc. (CHICAGO IL)

IL

01/12/2017 - 11/23/2018

J.P. MORGAN SECURITIES LLC (Chicago IL)

IL

10/01/2015 - 12/19/2016

OPTIONSHOUSE (CHICAGO IL)

IL

05/23/2014 - 01/12/2015

FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)

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Licenses & Designations

BOTH

Issued 07/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2016

Series 3 - National Commodity Futures Examination

BC

Issued 05/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Warren Fehrmann.
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