Jonathan
Braaksma

Transamerica Financial Advisors, Inc

CRD#3213543
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jonathan Braaksma is a financial advisor based in Phoenix, Arizona who has 11 years of industry experience. Braaksma works at Transamerica Financial Advisors, Inc. Throughout their career, Braaksma has worked at World Financial Group, Black, Gould, & Assoc, Discovery Community Church and Transamerica Financial Advisors, Inc. Braaksma maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, New Jersey and Texas. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in total assets among its 59,659 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc performs a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees vary depending on the type of financial services. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

10429 S. 51St St Suite 210-A
Phoenix, AZ 85044

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

AZ Average: $1,855,561,029
Total Number of Employees

1,235

AZ Average: 62
Total Number of Accounts

59,659

AZ Average: 2,474
Average Account Size

$30,430

AZ Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jonathan Braaksma Work History

Jonathan has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

World Financial Group

2001 - Present (23 years)

Black, Gould, & Assoc

2010 - 2018 (8 years)

Discovery Community Church

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Braaksma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Michael Burns
Braintree, MA
Austin Hogan
Cincinnati, OH
David Winn
Bridgeport, MI
Edward Peterson
Plano, TX
Diego Conejo
Pasadena, CA
Pamela Rodriguez
San Antonio, TX
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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