Jemayne
Williams
Transamerica Financial Advisors, Inc
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About this Advisor
Jemayne Williams is a financial advisor who works out of San Dimas, California, who has 11 years of relevant experience. Williams currently works for Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at World Financial Group, Costco Wholesale, Transamerica Financial Advisors, Inc, Lspn Direct and Lspn Pro LLC. Williams maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Transamerica Financial Advisors, Inc is a financial advisory business based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It controls $2 billion in assets among its 59,659 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. Transamerica Financial Advisors, Inc performs a broad set 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 largely depend on which services the firm provides the client. However, fees billed 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
Jemayne Williams Work History
Jemayne has been registered as a financial advisor for 11 years.*
Lspn Direct
Lspn Pro LLC
Transamerica Financial Advisors, Inc
World Financial Group
Costco Wholesale
*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 Jemayne Williams 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
Braintree, MA
Colorado Springs, CO
Bridgeport, MI
Plano, TX
Plano, TX
Pasadena, CA
San Antonio, TX
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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