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Stephanie Jamison

VALIC Financial Advisors, INC.
27 Years of Experience
Chicago, IL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Stephanie Jamison is a registered investment advisor at VALIC Financial Advisors, INC., based in Chicago, IL, with 27 years of industry experience. Stephanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1252 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.

  • One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
  • Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
  • Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

500 West Madison, Suite 2850, Chicago, IL, 60661

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2024
Final
Judgment / Lien
September 2019
Financial
April 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephanie works as an agent for AGIA selling non-securities insurance products since 2022. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
April 2020 - Present · 6 yrs 6 mos
VALIC Financial Advisors, INC.Broker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Ing Financial Partners, INC.Broker
January 2011 - July 2014 · 3 yrs 6 mos
Ing Financial Advisers, LLCBroker
November 2007 - January 2011 · 3 yrs 2 mos
VALIC Financial Advisors, INC.Broker
April 1999 - November 2007 · 8 yrs 7 mos
The Variable Annuity Marketing CompanyBroker
April 1999 - December 2001 · 2 yrs 8 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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