JB
Jacquelyn Bletzacker
VALIC FINANCIAL ADVISORS
ORLANDO, FL 32817
Some features on this profile are disabled
CRD#: 2429190
JB
Professional summary
Jacquelyn Bletzacker, who also goes by Jacquelyn Amy Bannister, Jacquie Amy Bannister, Jacquelyn Amy Ortiz, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Orlando, Florida.
Jacquelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jacquelyn has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 55, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacquelyn Amy Bannister | Jacquie Amy Bannister | Jacquelyn Amy Ortiz
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacquelyn Bletzacker's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jacquelyn Bletzacker'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
December 4, 2003 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 3505 Lake Lynda Drive Suite 200, Orlando, FL 32817RIA
BD
CRD#: 42803
ORLANDO, FL
Current
February 27, 2003 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 3505 Lake Lynda Drive Suite 200, Orlando, FL 32817RIA
BD
CRD#: 42803
ORLANDO, FL
Past
October 10, 2000 - May 17, 2001
ARCHIPELAGO TRADING SERVICES, INC.
BD
CRD#: 15853
CHICAGO, IL
Past
January 21, 1997 - February 16, 2000
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
July 8, 1995 - January 29, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
April 21, 1994 - April 11, 1995
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
February 23, 1994 - March 17, 1994
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
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
Alabama(6/18/2014)
IAR
Alabama(6/18/2014)
RR
Arizona(11/10/2021)
RR
California(10/26/2006)
IAR
California(10/2/2012)
RR
Colorado(9/17/2013)
IAR
Colorado(3/6/2017)
RR
District of Columbia(4/16/2025)
IAR
District of Columbia(4/24/2025)
RR
Florida(2/27/2003)
IAR
Florida(12/4/2003)
RR
Georgia(1/22/2016)
IAR
Georgia(8/11/2020)
RR
Illinois(5/18/2020)
IAR
Illinois(5/19/2020)
RR
Indiana(5/18/2020)
IAR
Indiana(5/19/2020)
RR
Iowa(9/17/2014)
IAR
Iowa(7/23/2025)
RR
Kansas(3/6/2023)
IAR
Kansas(3/6/2023)
RR
Kentucky(11/20/2012)
IAR
Kentucky(9/25/2018)
RR
Louisiana(4/22/2020)
IAR
Louisiana(4/24/2020)
RR
Maine(10/29/2020)
IAR
Maine(10/30/2020)
RR
Maryland(8/26/2011)
IAR
Maryland(8/29/2011)
RR
Massachusetts(3/15/2018)
IAR
Massachusetts(7/9/2018)
RR
Minnesota(12/5/2014)
IAR
Minnesota(12/8/2014)
RR
Mississippi(4/22/2020)
IAR
Mississippi(4/23/2020)
RR
Missouri(1/5/2017)
IAR
Missouri(1/24/2017)
RR
Montana(4/22/2020)
IAR
Montana(4/23/2020)
RR
New Jersey(4/3/2020)
RR
New Mexico(4/1/2020)
RR
New York(6/7/2019)
IAR
New York(8/16/2021)
RR
North Carolina(3/6/2018)
IAR
North Carolina(3/6/2018)
RR
Ohio(9/7/2018)
IAR
Ohio(9/7/2018)
RR
Oregon(5/20/2013)
IAR
Oregon(5/20/2013)
RR
Pennsylvania(2/8/2010)
IAR
Pennsylvania(7/8/2021)
RR
South Carolina(1/12/2015)
IAR
South Carolina(8/6/2020)
RR
Tennessee(3/19/2021)
RR
Texas(11/21/2017)
IAR
Texas(11/22/2017)
RR
Utah(2/12/2026)
IAR
Utah(2/12/2026)
RR
Virginia(5/25/2012)
IAR
Virginia(5/29/2012)
RR
Washington(5/18/2020)
IAR
Washington(5/18/2020)
RR
Wisconsin(8/8/2018)
IAR
Wisconsin(8/9/2018)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/29/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/23/1998
General Securities Sales Supervisor Examination (Options Module & General Module)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.
