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Jonathan Novak

Director and President of Institutional Markets at The Variable Annuity Life Insurance

Broker registration; no current adviser registration

Jonathan Novak is Director and President of Institutional Markets of The Variable Annuity Life Insurance Company, a Houston investment adviser managing $32.9B. Jonathan Novak has a current broker registration and no current investment-adviser registration and has passed the Series 63, Series 3, Series 7 and Series 24.

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Licensing exams

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Jonathan Novak has been Director and President of Institutional Markets of The Variable Annuity Life Insurance since March 2023. Jonathan Novak is a control person of the firm and directly owns under 5% of it. Jonathan Novak holds an MBA from the University of California, Los Angeles and a BBA from the University of Notre Dame.

The Variable Annuity Life Insurance Company is a Houston, TX firm with $32.9B under management, 36 clients and 5 advisers in one office, as of its July 2026 filing.

Jonathan Novak leads Corebridge Financial’s institutional markets, in-force business optimization, and global reinsurance portfolio. Before joining AIG in 2012, he was a Managing Director in Financial Institutions Risk Management at Goldman Sachs and an Associate in reinsurance underwriting at Berkshire Hathaway.

No adviser firm registrations are on Jonathan Novak’s record.

Credentials and registrations

Professional designations

Listed by The Variable Annuity Life Insurance

  • Chartered Financial Analyst (CFA)

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 2422 March 2010
Name
General Securities Principal Examination
Series 71 November 2000
Name
General Securities Representative Examination
Series 319 October 2000
Name
National Commodity Futures Examination
Series 6313 October 2000
Name
Uniform Securities Agent State Law Examination

Individual record

Full name
Jonathan Novak
CRD
4253567
Firm bio
corebridgefinancial.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jonathan Novak work?

Jonathan Novak has been Director and President of Institutional Markets of The Variable Annuity Life Insurance Company since March 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 July 2026

Does Jonathan Novak have a current investment-adviser registration?

Jonathan Novak has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 17 October 2026

What exams has Jonathan Novak passed?

Jonathan Novak has passed 4 licensing exams: the Series 63, Series 3, Series 7 and Series 24. The earliest, the Series 63, was passed in October 2000. FINRA credited Jonathan Novak with the SIE, which began in October 2018.

Source: IAPD individual record, checked 17 October 2026

Is Jonathan Novak a CFA charterholder?

The Variable Annuity Life Insurance lists Jonathan Novak with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.

Source: Corebridge Financial official leadership biography

Leadership at The Variable Annuity Life Insurance

Sources

  1. IAPD individual record, CRD 4253567. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of The Variable Annuity Life Insurance Company, filed 9 July 2026. Title, control and ownership bands.
  3. The Variable Annuity Life Insurance team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

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