Ridgeland, MS 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

113 West Jackson Street, Suite 2 A

Ridgeland MS 39157

Advisors at this office

7

Advisors at this office

user avatar

Robert B

Series 63, Series 65

Ridgeland, MS

Valic Financial Advisors

Robert Browning is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at PRUCO Securities, LLC and has outside involvement umpiring baseball and softball games. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of investment advisor representatives. The firm manages approximately $29.2 billion and emphasizes discretionary unified managed accounts using third-party model managers and centralized technology.

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

James S

Series 66

Ridgeland, MS

Valic Financial Advisors

James Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Ridgeland, MS, and has 19 years of industry experience. He has worked at Valic Financial Advisors since 2008 and also holds a position as an agent at Agia. Outside of his advisory role, he serves as an elder on the governance committee at Madison Heights Church, where he helps oversee staffing, building projects, and church governance. 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-developed UMA models for portfolio construction and management.

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

Daniel B

Series 66

Ridgeland, MS

Valic Financial Advisors

Daniel Biggers is a Series 66-credentialed advisor with Valic Financial Advisors, where he has worked since 2014. He has 12 years of industry experience and also holds a position as an agent at Agia, focusing on non-securities insurance products. Additionally, he serves as a board member of the Harper Lake Home Owner Association. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

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

Ryan G

CFP®, Series 63, Series 66

Ridgeland, MS

Valic Financial Advisors

Ryan Grassel is a CFP® with six years of experience in financial advising. He is currently with Valic Financial Advisors and has previously worked at Jackson National Life Distributors LLC and AGIA. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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, using discretionary unified managed accounts and centralized technology to manage assets at scale.

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

Jennifer L

Series 66

Ridgeland, MS

Valic Financial Advisors

Jennifer Ladner is a financial advisor with Valic Financial Advisors in Ridgeland, MS, holding a Series 66 credential and seven years of industry experience. She has worked at Valic Financial Advisors and First Financial Capital Corp, and is currently involved with Agia as an agent selling non-securities insurance products. Additionally, she serves as the registered agent for South Mississippi Promotional Group, LLC, a marketing company managing promotional agreements for athletes. 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 through a large network of advisors, utilizing discretionary unified managed accounts and a centralized technology platform.

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

James V

Series 66

Ridgeland, MS

Valic Financial Advisors

James Vance is a financial advisor with Valic Financial Advisors in Ridgeland, MS. He holds the Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Spectrum Sports and held academic positions at Mississippi College and East Central Community College. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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

Jane M

Series 66

Ridgeland, MS

Valic Financial Advisors

Jane Mapp is a financial advisor at Valic Financial Advisors with six years of industry experience. She holds the Series 66 designation and previously worked for the State of Mississippi Office of Attorney General for 24 years. Outside of her advisory role, she serves as a member of the finance committee at Saint Mark's United Methodist Church. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
View complete list of advisors at this office
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