Jack Yale
Jack Yale is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in St. Louis, MO, with 30 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
12312 Olive Boulevard, Suite 265, St. Louis, MO, 63141
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is an agent for AGIA, selling non-securities insurance products since May 2024. This requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
State Farm Vp Management CORP.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.