Jonathan
Velez
Transamerica Retirement Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jonathan Velez is a financial advisor who works out of Saint Petersburg, Florida with 5 years of industry experience. Velez is on the advisory team at Transamerica Retirement Advisors, LLC. Velez has gained experience 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. Velez has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Transamerica Retirement Advisors, LLC is a business based in Saint Paul, MN. The company has offices in 20 locations and a total of 311 people on staff. It manages $10 billion in assets across its 147,144 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The company has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees usually depend on which service is offered. Fees billed by Transamerica Retirement Advisors, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
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
Jonathan has been registered as a financial advisor for 5 years.*
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
*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 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
Mukwonago, WI
Tolleson, AZ
Vista, CA
Southampton, NJ
Palm Coast, FL
Acworth, GA
Lewisville, TX
Macomb, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
