Jennifer Garza
Jennifer Garza is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 30 years of industry experience. Jennifer 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
2777 Allen Parkway, Rp-01, Houston, TX, 77019
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Jennifer is a co-administrator of an estate, involving selling assets and distributing them to siblings, which takes minimal time. Jennifer is also an agent for non-securities insurance products, dedicating a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
State Registrations3 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.