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Andrew Polanco Jimenez

Investment Adviser Representative at Valic Financial Advisors, Inc.

Cutler Bay, FLCRD #5349497Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Polanco Jimenez is an investment adviser representative with Valic Financial Advisors, Inc. in Cutler Bay, FL, where they have been registered since 2019. They have worked in the securities industry since 2015 and have been registered with 4 firms, including AXA Advisors, LLC and J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
1 state or territory

Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/14/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/14/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valic Financial Advisors, Inc.Current
4/15/2021 – Cutler Bay, FL
Valic Financial Advisors, Inc.Current
12/16/2019 – Cutler Bay, FL
AXA Advisors, LLC
7/12/2016 – 12/23/2019Miami, FL
J.p. Morgan Securities LLC
7/14/2014 – 8/18/2015Miami, FL
Wachovia Securities, LLC
10/12/2007 – 10/31/2007Miami, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Accurate Appraisers, Inc
    Sep 2015 – Dec 2019Miami, FL
  2. AXA Advisors, LLC
    Jun 2016 – Dec 2019New York, NY
  3. Valic Financial Advisors, Inc.
    Dec 2019 – no end date reportedJacksonville, FL
  4. AGIA
    Dec 2022 – no end date reportedHouston, TX

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Valic Financial Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement plan services including saving and contribution planning, educational resources, and participant account management

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Retirement PlanningPlan ParticipantsEmployer Retirement PlansSavingsDecumulation

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,271
Offices listed on AdvisorFinder:
21
Main office:
Houston, TX
SEC file number:
801-54952

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Polanco Jimenez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andrew Polanco Jimenez (Valic Financial Advisors)