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Jerome Gregory

Valic Financial Advisors, Inc.

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About Jerome Gregory

Jerome Gregory is a financial advisor with Valic Financial Advisors, Inc., a well-established firm with a strong focus on providing financial advice and services to a broad spectrum of clients. Jerome is committed to offering tailored financial solutions to individuals and businesses, specializing in Retirement Planning, Insurance, and Financial Planning. Jerome brings a wealth of experience to his role, having served clients across various industries, demonstrating a consistent commitment to providing personalized and effective financial guidance.

Firm Information

Jerome Gregory 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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Jerome Gregory’s Registration & Firm History

NJ

12/04/2020 - Present

Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)

NJ

06/08/2019 - 08/27/2019

ALLSTATE FINANCIAL SERVICES, LLC (CRANFORD NJ)

NJ

02/04/2015 - 03/10/2015

PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)

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Licenses & Designations

IA

Issued 07/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/24/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jerome Gregory. Review regulatory record here.
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