JH
JH

Jacob Hassinger

4 Years of Experience
Atlanta, GA
1 DisclosureBrokerSells Insurance

Jacob Hassinger is a registered investment advisor at VALIC Financial Advisors, INC., based in Atlanta, GA, with 4 years of industry experience. Jacob 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

2300 Windy Ridge Parkway S.E., Suite 240 S, Atlanta, GA, 30339

Get directions

History

Regulatory History (1)
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Criminal
January 2014
Final Disposition
Other Business ActivitiesSells Insurance

Jacob is an agent for AGIA selling non-securities insurance products and spends a few hours per week on this. He also works as a youth pastor at a church organization, dedicating a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2021 - Present · 5 yrs
VALIC Financial Advisors, INC.
May 2021 - Present · 5 yrs 2 mos
VALIC Financial Advisors, INC.Broker
May 2021 - Present · 5 yrs 2 mos
State Registrations4 states
GAMDTNVA
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.
Jacob Hassinger - Financial Advisor | TrueAdvisor