Jason
Nunez
Transamerica Financial Advisors, Inc
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About this Advisor
Jason Nunez is a financial advisor working in Dallas, Texas with 4 years of industry experience. Nunez is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Center For Security Forces, Military Sealift Command, Coastal Riverine Squadron, Assault Craft Unit - One, Retired, World Financial Group, Inc, Transamerica Financial Advisors, Inc and Net Law Group Inc. Nunez holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets under management between its 59,659 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice usually are based on the financial services. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Jason Nunez Work History
Jason has been registered as a financial advisor for 4 years.*
Net Law Group Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Retired
Assault Craft Unit - One
Coastal Riverine Squadron
Center For Security Forces
Military Sealift Command
*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 Jason Nunez 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
Milpitas, CA
Campbellsville, KY
Plano, TX
Draper, UT
Braintree, MA
Falls Church, VA
Pasadena, CA
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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