JD
JD
Jadie Driscoll
12 Years of Experience
Houston, TX
1 DisclosureBroker
Jadie Driscoll is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 12 years of industry experience. Jadie 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
Loading...
Location
2929 Allen Parkway, L3-20, Houston, TX, 77019
Get directionsHistory
Regulatory History (1)
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.
Employment Separation After Allegations
February 2018Employment History
Current Registrations
VALIC Financial Advisors, INC.
October 2025 - Present · 7 mos
VALIC Financial Advisors, INC.
October 2025 - Present · 7 mos
VALIC Financial Advisors, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Next Financial Group, INC.Broker
June 2023 - August 2025 · 2 yrs 2 mos
Cuso Financial Services, L.P.Broker
June 2023 - August 2025 · 2 yrs 2 mos
Sorrento Pacific Financial, LLCBroker
June 2023 - August 2025 · 2 yrs 2 mos
Western International Securities, INC.Broker
June 2023 - August 2025 · 2 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
October 2022 - August 2025 · 2 yrs 10 mos
Cadaret Grant & CO INC
October 2022 - August 2025 · 2 yrs 10 mos
Cambridge Investment Research Advisors, INC.
April 2018 - June 2022 · 4 yrs 2 mos
Cambridge Investment Research, INC.Broker
April 2018 - June 2022 · 4 yrs 2 mos
Raymond James & Associates, INC.
January 2016 - March 2018 · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
January 2016 - March 2018 · 2 yrs 2 mos
TD Ameritrade Clearing, INC.Broker
March 2015 - August 2015 · 5 mos
TD Ameritrade, INC.
July 2014 - August 2015 · 1 yr 1 mo
TD Ameritrade, INC.Broker
July 2014 - August 2015 · 1 yr 1 mo
USAA Financial Planning Services
June 2013 - June 2014 · 1 yr
USAA Financial Advisors, INC.Broker
April 2013 - June 2014 · 1 yr 2 mos
Chase Investment Services CORP.Broker
March 2010 - June 2011 · 1 yr 3 mos
State Registrations1 state
CA
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.