Jonathan
Velez
Transamerica Retirement Advisors, LLC
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About this Advisor
Jonathan Velez is a financial advisor based in Pinellas Park, Florida, working with Transamerica Retirement Advisors, LLC. Jonathan has previously held positions at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Transamerica Retirement Solutions, and Transamerica Investors Securities Corporation. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Jonathan is part of Transamerica Retirement Advisors, LLC, which operates out of Pinellas Park, Florida. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$12,680,043,622
333
160,403
$79,051
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jonathan Velez Work History
Transamerica Retirement Solutions
Transamerica Investors Securities Corporation
Jp Morgan Chase Bank
Jp Morgan Securities LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Disclosures
Please visit the SEC profile of Jonathan Velez 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
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Morristown, NJ
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Euless, TX
Stillwater, MN
Tampa, FL
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