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Jason C
CFP®, Series 66
Richmond, VA
Valic Financial Advisors
Jason Cotton is a CFP® professional with nine years of experience at Valic Financial Advisors. He holds the Series 66 designation and has been with Valic Financial Advisors since 2017. Outside of advisory work, he is a co-owner of 2413 Lincoln Ave, LLC, a real estate rental business, and serves as an agent for Agia providing non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services supported by a large network of advisors and utilizes discretionary unified managed accounts with optional overlay services.
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