AJ
AJ

Akanni Jones

18 Years of Experience
Broker

Akanni Jones is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 18 years of industry experience. Akanni 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

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

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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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Employment History
Current Registrations
VALIC Financial Advisors, INC.
April 2023 - Present · 3 yrs
VALIC Financial Advisors, INC.Broker
April 2023 - Present · 3 yrs
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.
Akanni Jones - Financial Advisor | TrueAdvisor