JEREMY WALLEN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with VALIC FINANCIAL ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | 2025-12-15 | present | Yes |
| LPL FINANCIAL LLC | 2025-05-02 | 2025-09-10 | — |
| U.S. BANCORP ADVISORS, LLC | 2020-01-23 | 2025-04-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-05-07 | 2020-01-14 | — |
| CHARLES SCHWAB & CO., INC. | 2006-04-12 | 2012-11-05 | — |
| MORGAN STANLEY DW INC. | 2005-09-22 | 2006-02-02 | — |