Jason Kirk
Jason Kirk is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Novi, MI, with 24 years of industry experience. Jason 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
39555 Orchard Hill Place, Suite 600, Novi, MI, 48375
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
Jason is an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week. He is also writing books on financial literacy, spending minimal time on this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Echotrade LLCBroker
Rosenthal Collins Equities, L.L.C.Broker
May Financial CorporationBroker
H&r Block Financial Advisors, INC.Broker
State Registrations41 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.
Exams
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