Jonathan Stephan Guaman
Investment Adviser Representative at Valic Financial Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Stephan Guaman is an investment adviser representative with Valic Financial Advisors, Inc. in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
2 states and territories
California, Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 – Feb 2026North Plainfield, NJ
- OneMain FinancialApr 2018 – Jul 2024Parsippany, NJ
- UnemployedFeb 2018 – Apr 2018New Brunswick, NJ
- Open Road Acura of East BrunswickJun 2017 – Feb 2018East Brunswick, NJ
- DCH Brunswick ToyotaNov 2016 – Jun 2017North Brunswick, NJ
- Georgetown UniversityAug 2024 – May 2026Washington, DC
- Purdue University GlobalDec 2021 – Apr 2024West Lafayette, IN
- UnemployedJul 2024 – Aug 2024West New York, NJ
- Bank of America, N.A.Oct 2024 – Feb 2026North Plainfield, NJ
- Valic Financial Advisors, Inc.Jun 2026 – no end date reportedTampa, FL
Official records & sources
Data as of August 10, 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
Client types the firm serves
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 profileOther advisors at Valic Financial Advisors, Inc.
Showing 12 of 1,271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Stephan Guaman 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.
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