Jodi
Brown

Transamerica Financial Advisors, Inc

CRD#6156002
Investment Advisor
in Englewood, CO

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About this Advisor

Jodi Brown is a financial advisor based out of Englewood, Colorado, with a total of 10 years of industry experience. Brown is an advisor for Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Denver Kids Inc and Parkinson Of The Rockies. Brown holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Transamerica Financial Advisors, Inc is a financial advisory business operating 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, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm has a wide array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

5350 S. Roslyn Street
Englewood, CO 80111

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

CO Average: 62
Total Number of Accounts

59,659

CO Average: 2,474
Average Account Size

$30,430

CO 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

Jodi Brown Work History

Jodi has been registered as a financial advisor for 10 years.*

2018 - Present (6 years)

Parkinson Of The Rockies

2013 - Present (11 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

World Financial Group, Inc

2016 - 2017 (1 year)

Denver Kids Inc

*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 Jodi Brown 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

Weihua Wu
Irvine, CA
Qi Dong
Plano, TX
Edward Peterson
Plano, TX
Michael Burns
Braintree, MA
Diego Conejo
Pasadena, CA
Raul Reyes
Woodland Hills, CA
Chad Tacia
San Antonio, TX
David Winn
Bridgeport, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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