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JD

Jadie C. Driscoll

VALIC FINANCIAL ADVISORS
MENIFEE, CA
Some features on this profile are disabled
CRD#: 5766256
JD

Professional summary


Jadie C Driscoll, who also goes by John C. Driscoll, John Driscoll, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Menifee, California.

Jadie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jadie has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John C. Driscoll | John Driscoll

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.
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jadie C Driscoll's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Jadie C Driscoll's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 6, 2025 - Present

VALIC FINANCIAL ADVISORS, INC.

RIA
BD
CRD#: 42803
MENIFEE, CA
Current

October 3, 2025 - Present

VALIC FINANCIAL ADVISORS, INC.

Office #1: 2929 Allen Parkway L3-20, Houston, TX 77019
RIA
BD
CRD#: 42803
Houston, TX
Past

June 7, 2023 - August 1, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

June 7, 2023 - August 1, 2025

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

June 7, 2023 - August 1, 2025

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

June 7, 2023 - August 1, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

October 31, 2022 - August 1, 2025

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
SYRACUSE, NY
Past

October 31, 2022 - August 1, 2025

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

April 23, 2018 - June 9, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
San Clemente, CA
Past

April 19, 2018 - June 9, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
San Clemente, CA
Past

January 8, 2016 - March 8, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Menifee, CA
Past

January 8, 2016 - March 8, 2018

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

March 18, 2015 - August 10, 2015

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

July 25, 2014 - August 10, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
SAN DIEGO, CA
Past

July 25, 2014 - August 10, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

June 10, 2013 - June 6, 2014

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
PHOENIX, AZ
Past

April 15, 2013 - June 6, 2014

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
PHOENIX, AZ
Past

March 24, 2010 - June 3, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SAN DIEGO, CA

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
California
(10/3/2025)
IAR
California
(10/6/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/22/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO SERVICES PROGRAM- VC23988 (9/8/2025)

Direct owners and executive officers


NamePositionCRD#
THE VARIABLE ANNUITY LIFE INSURANCE COMPANYDIRECT OWNER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER AND TREASURER1863103
FORTEY, MICHAELVFA CHIEF COMPLIANCE OFFICER BROKER DEALER2304969
GIBSON, KRISTA DE LOISPRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES2348708
JOE, CHRISTOPHER CHUCKVFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR2373056
LOGAN, JOHN ALBERTCHIEF OPERATIONS OFFICER4378887
MARCIEL-CARR, THERESA HVICE PRESIDENT, FIELD SUPERVISION5428259
NORRIS, JOHN ERIKSECRETARY8188573
RINK, VERONICA LYNETTEVICE PRESIDENT, BUSINESS ADMINISTRATION4724432

Regulatory assets under management


Total Number of Accounts293,993
AUM (Assets Under Management)$ 26,372,603,709

Disclosures


Regulatory Event17
Arbitration3

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
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.

Company Information


VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803Menifee, CA

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