Jeremy
Martin

Transamerica Retirement Advisors, LLC

CRD#7163783
Investment Advisor
in Tampa, FL

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About this Advisor

Jeremy Martin is a financial advisor working in Tampa, Florida with a total of 1 year of relevant experience. Martin currently works for Transamerica Retirement Advisors, LLC. Martin has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Sweetbay, Us Army, University Of Colorado Denver, Northwestern Mutual Wealth Management Company, Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Martin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Transamerica Retirement Advisors, LLC is a business operating out of Saint Paul, MN. It has offices in 20 locations and a total of 311 employees. It has $10 billion in assets under management between its 147,144 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm performs a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Transamerica Retirement Advisors, LLC likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Tampa, FL

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

FL Average: $5,289,111,388
Total Number of Employees

311

FL Average: 157
Total Number of Accounts

147,144

FL Average: 8,262
Average Account Size

$70,371

FL Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Jeremy Martin Work History

Jeremy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Transamerica Life Insurance Company

2022 - Present (2 years)

Transamerica Investors Securities Corporation

2018 - Present (6 years)

University Of Colorado Denver

2021 - 2022 (1 year)

Northwestern Mutual Wealth Management Company

2020 - 2022 (2 years)

Northwestern Mutual Investment Services LLC

2019 - 2022 (3 years)

Northwestern Mutual Life Insurance Company

2014 - 2018 (4 years)

Us Army

2012 - 2013 (1 year)

Sweetbay

*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 Jeremy Martin 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 Retirement Advisors, LLC

Brett Weston
Palm Coast, FL
Edward Marrone
Manitou Springs, CO
Sheila Gindhart
Mukwonago, WI
Elisabeth Henderson
Saint Petersburg, FL
Kevin Miller
Southampton, NJ
Barnabas White
Acworth, GA
Steven Beller
Macomb, MI
Martha Reynoso
Tolleson, AZ

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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