JM
JM

Jane Mapp

5 Years of Experience
Ridgeland, MS
BrokerSells Insurance

Jane Mapp is a registered investment advisor at VALIC Financial Advisors, INC., based in Ridgeland, MS, with 5 years of industry experience. Jane 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

113 West Jackson Street, Suite 2A, Ridgeland, MS, 39157

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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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Other Business ActivitiesSells Insurance

Jane is an agent selling non-securities insurance products since 2022, dedicating a few hours per week. She is also a finance committee member at Saint Mark's United Methodist Church, spending minimal time on this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2020 - Present · 5 yrs 6 mos
VALIC Financial Advisors, INC.Broker
October 2020 - Present · 5 yrs 7 mos
State Registrations2 states
ALMS
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.