Jonesboro, AR Office

Team
Updated today
Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,259

Across 283 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and a FINRA-member broker‑dealer that 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 multiple wrap programs (including the MIP UMA Program), portfolio management, and financial planning and consulting services through a large network of investment advisor representatives.

The firm implements discretionary unified managed accounts using Envestnet’s platform and third‑party UMA model managers, and it offers optional Overlay Services (tax‑aware and impact/ESG overlays) for taxable equity sleeves. IARs work with clients on risk questionnaires, proposals, and a Statement of Investment Selection to establish guidelines, and they must meet firm licensing and training requirements while operating within the firm’s supervisory framework.

Compared with many peers, VFA operates at scale — managing roughly $29.2 billion and serving close to 300,000 clients through more than 1,200 advisors — which corresponds to an unusually high client count per advisor and a heavier reliance on centralized technology and model solutions. The firm’s combined adviser and broker‑dealer structure, its affiliation with Corebridge/VALIC (including access to annuity and mutual fund products), and the regulatory disclosures and settlements noted in its brochure are further distinguishing features that affect its product shelf, compensation dynamics, and oversight practices.

Based on Valic Financial Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Based on Valic Financial Advisors

Location

1322 Stone Street

Jonesboro AR 72401

Advisors at this office

7

Advisors at this office

user avatar

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
user avatar

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
user avatar

Michael A

CFP®, Series 63, Series 65

Jonesboro, AR

Valic Financial Advisors

Michael Anderson is a CFP® professional with 25 years of experience, currently serving at VALIC Financial Advisors. He has held roles at American General Financial Advisors and Sagepoint Financial, Inc. He also acts as an agent offering non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement plans, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and advanced technology platforms.

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 with Valic Financial Advisors in Jonesboro, AR, holding a Series 66 credential with two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Agia and has experience in the automotive sector and retail. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

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 63, Series 65

Jonesboro, AR

Valic Financial Advisors

Chelsey Mixon is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked at Valic Financial Advisors since 2019 and holds an agent position at Agia, a non-securities insurance business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts and emphasizes centralized technology and model solutions to manage a substantial client base.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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