JK
Jennifer B. Karaczun
VALIC FINANCIAL ADVISORS
Mount Laurel, NJ 08054
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CRD#: 2269540
JK
Professional summary
Jennifer Blake Karaczun, who also goes by Jen Blake, Jennifer Blake, Jennifer Karaczun, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Mount Laurel, New Jersey.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jennifer has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jen Blake | Jennifer Blake | Jennifer Karaczun
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BOUNTIFUL PLAN LLC POSITION: owner NATURE: author / publisher of books and related materials INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2018 ADDRESS: 9 Wilson Ct, Manalapan NJ 07726, United States DESCRIPTION: author ACADEMY FOR REAL ESTATE CAREERS POSITION: Instructor NATURE: Academy for Real Estate Careers offers licensing and continuing educationfor NJ Realtors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2018 ADDRESS: 500 Highway 9, Lanoka Harbor NJ 08732, United States DESCRIPTION: Instructor for CE class ADVISORY BOARD MCVTS FINANCE ACADEMY POSITION: Board Member NATURE: Advisory board member, volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2021 ADDRESS: 21 Sutton Lane, Piscataway NJ 08854, United States DESCRIPTION: Participate in advisory board meetings BATTLEGROUND HISTORICAL SOCIETY POSITION: Board Member NATURE: This is a community historical society. It's primary purpose is to preserve and maintain The Village Inn, a property located at 2 Water Street, Englishtown, NJ and included in the National Register of Historic Places, currently operating as a museum of local history. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: PO Box 61, Tennent NJ 07763, United States DESCRIPTION: Board member. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Blake Karaczun's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jennifer Blake Karaczun's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 12, 2018 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 307 Fellowship Road Suite 205, Mount Laurel, NJ 08054RIA
BD
CRD#: 42803
Mount Laurel, NJ
Current
September 10, 2018 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 307 Fellowship Road Suite 205, Mount Laurel, NJ 08054RIA
BD
CRD#: 42803
Mount Laurel, NJ
Past
May 26, 2004 - September 4, 2018
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
FREEHOLD, NJ
Past
May 26, 2004 - September 4, 2018
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
FREEHOLD, NJ
Past
July 18, 2003 - May 26, 2004
MAIN STREET MANAGEMENT COMPANY
RIA
CRD#: 547
TOMS RIVER, NJ
Past
May 23, 1995 - May 26, 2004
MAIN STREET MANAGEMENT COMPANY
BD
CRD#: 547
BOSTON, MA
Past
September 21, 1992 - June 2, 1995
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
LINCROFT, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(10/28/2021)
IAR
Delaware(10/29/2021)
RR
Florida(1/8/2019)
IAR
Florida(1/9/2019)
RR
New Jersey(9/10/2018)
IAR
New Jersey(9/12/2018)
RR
New York(10/18/2018)
IAR
New York(8/16/2021)
RR
Pennsylvania(10/18/2018)
IAR
Pennsylvania(10/19/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
2919 Allen Parkway L3-20, Houston, TX 77019
Mailing Address
2919 Allen Parkway L3-20, Houston, TX 77019-2158
Phone number
(866) 544-4968
Established
Texas since 11/18/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,633
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | DIRECT OWNER | |
| BURNETTE, CYNTHIA LEA | CHIEF FINANCIAL OFFICER AND TREASURER | 1863103 |
| FORTEY, MICHAEL | VFA CHIEF COMPLIANCE OFFICER BROKER DEALER | 2304969 |
| GIBSON, KRISTA DE LOIS | PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES | 2348708 |
| JOE, CHRISTOPHER CHUCK | VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR | 2373056 |
| LOGAN, JOHN ALBERT | CHIEF OPERATIONS OFFICER | 4378887 |
| MARCIEL-CARR, THERESA H | VICE PRESIDENT, FIELD SUPERVISION | 5428259 |
| NORRIS, JOHN ERIK | SECRETARY | 8188573 |
| RINK, VERONICA LYNETTE | VICE PRESIDENT, BUSINESS ADMINISTRATION | 4724432 |
Regulatory assets under management
| Total Number of Accounts | 293,993 |
| AUM (Assets Under Management) | $ 26,372,603,709 |
Disclosures
| Regulatory Event | 17 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/27/2025 | ||
| 04/29/2024 | ||
| 04/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
