Ruth
John

Transamerica Financial Advisors, Inc

CRD#6124564
Investment Advisor
in Ontario, CA

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About this Advisor

Ruth John is a financial advisor based in Ontario, California, working with Transamerica Financial Advisors, Inc. Ruth has previously held positions at World Financial Group, Inc, Transamerica Financial Advisors, Inc, Nationwide Student Loans, Abundant Living Family Church, Lspn Pro, LLC, and Wealthwave. Ruth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, District of Columbia, New Jersey, North Carolina, and Texas. Currently, Ruth is part of Transamerica Financial Advisors, Inc, which operates out of Ontario, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3602 Inland Empire Blvd. Ste C-160
Ontario, CA 91764

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ruth John Work History

2024 - Present (0 year)

Wealthwave

2021 - Present (3 years)

Lspn Pro, LLC

2020 - Present (4 years)

Abundant Living Family Church

2012 - Present (12 years)

World Financial Group, Inc

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2017 - 2017 (< 1 year)

Nationwide Student Loans

Disclosures

Please visit the SEC profile of Ruth John 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

Nathan Schroeder
Englewood, CO
Brian Yip
San Gabriel, CA
Gregory Clingerman
Dayton, OH
Matthew Taske
Cincinnati, OH
Angel Vidal
Port Jefferson Station, NY
Timothy Francis
Cincinnati, OH
Pamela Rodriguez Reiffert
San Antonio, TX
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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