SJ
SJ

Seth Jackson

15 Years of Experience
Fargo, ND
BrokerSells Insurance

Seth Jackson is a registered investment advisor at VALIC Financial Advisors, INC., based in Fargo, ND, with 15 years of industry experience. Seth 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

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.
One-Time Plan:Up to $5,000
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Location

History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Seth is an agent for AGIA, selling non-securities insurance products since January 2023. This requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
January 2023 - Present · 3 yrs 6 mos
VALIC Financial Advisors, INC.
December 2022 - Present · 3 yrs 7 mos
VALIC Financial Advisors, INC.Broker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2021 - November 2022 · 1 yr 8 mos
The M & a Group LLCBroker
December 2016 - March 2017 · 3 mos
Park Avenue Securities LLC
September 2015 - May 2016 · 8 mos
Park Avenue Securities LLCBroker
August 2015 - May 2016 · 9 mos
Securian Financial Services, INC.
February 2015 - April 2015 · 2 mos
Securian Financial Services, INC.Broker
February 2015 - April 2015 · 2 mos
Dougherty & Company LLC
October 2011 - December 2013 · 2 yrs 2 mos
Dougherty & Company LLCBroker
September 2011 - January 2014 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - October 2011 · 9 mos
Wells Fargo Advisors, LLC
January 2011 - October 2011 · 9 mos
Wells Fargo Investments, LLC
July 2008 - January 2011 · 2 yrs 6 mos
Wells Fargo Investments, LLCBroker
May 2008 - January 2011 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
March 2005 - May 2008 · 3 yrs 2 mos
Wells Fargo Investments, LLCBroker
September 2004 - February 2005 · 5 mos
State Registrations4 states
MNNDTXWI
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.
Seth Jackson - Financial Advisor | TrueAdvisor