AJ
AJ

Akanni Jones

19 Years of Experience
Houston, TX
Broker

Akanni Jones is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 19 years of industry experience. Akanni 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
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
Loading...

Location

2929 Allen Parkway, L3-20, Houston, TX, 77019

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
VALIC Financial Advisors, INC.
April 2023 - Present · 3 yrs 6 mos
VALIC Financial Advisors, INC.Broker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Scf Securities, INC.Broker
November 2022 - April 2023 · 5 mos
Cadaret, Grant & CO., INC.Broker
November 2022 - April 2023 · 5 mos
Cuso Financial Services, L.P.Broker
November 2022 - April 2023 · 5 mos
Sorrento Pacific Financial, LLCBroker
November 2022 - April 2023 · 5 mos
Western International Securities, INC.Broker
November 2022 - April 2023 · 5 mos
Next Financial Group, INC.
July 2020 - April 2023 · 2 yrs 9 mos
Next Financial Group, INC.Broker
April 2018 - April 2023 · 5 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2011 - March 2018 · 7 yrs
Next Financial Group, INC.
March 2010 - March 2011 · 1 yr
Next Financial Group, INC.Broker
March 2010 - March 2011 · 1 yr
Invesco Aim Private Asset Management, INC.
July 2007 - June 2008 · 11 mos
Invesco Aim Distributors, INC.Broker
July 2005 - June 2008 · 2 yrs 11 mos
State Registrations1 state
TX
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.
More Advisors