Jonesboro, AR Office

Team
Updated today

Client AUM

$29,205,449,082

Clients

292,989

Advisors

7

Of 1,257 advisors across 283 offices

Location

1322 Stone Street

Jonesboro AR 72401

Advisors at this office

7

Advisors at this office

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Jeffery P

Series 66

Jonesboro, AR

Valic Financial Advisors

Jeffery Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Amanda S

Series 66

Jonesboro, AR

Valic Financial Advisors

Amanda Sewell is a Series 66-licensed advisor with Valic Financial Advisors and has 11 years of industry experience. She has worked at Valic Financial Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2016 to 2018. Outside of her advisory work, she occasionally sells paintings as a hobby. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing Envestnet’s platform and third-party UMA model managers.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Michael A

CFP®, Series 63, Series 65

Jonesboro, AR

Valic Financial Advisors

Michael Anderson is a CFP® with 24 years of experience in the financial advisory industry, currently affiliated with VALIC Financial Advisors. His career includes roles at American General Financial Advisors, Sagepoint Financial, and Agia. Outside of advisory work, he acts as an agent for non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Matthew P

Series 66

Jonesboro, AR

Valic Financial Advisors

Matthew Phillips is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Parish Automotive and Arkansas State University. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and maintaining a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Marc P

Series 63, Series 66

Jonesboro, AR

Valic Financial Advisors

Marc Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also worked with Agia since 2022. Outside of his advisory work, Phillips serves as a volunteer treasurer for a community organization. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and providing optional tax and ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

David S

Series 63, Series 65

Jonesboro, AR

Valic Financial Advisors

David Stratton is a financial advisor with Valic Financial Advisors in Jonesboro, Arkansas, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes multiple tenures at Valic Financial Advisors, as well as roles at Kimery Wealth Management and experience as a self-employed day trader. Outside of advisory work, he serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with over 1,200 advisors managing approximately $26.4 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Chelsey M

Series 65, Series 63

Jonesboro, AR

Valic Financial Advisors

Chelsey Mixon is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Valic Financial Advisors since 2019 and is also affiliated with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven platform.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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