Jonathan
Velez

Transamerica Retirement Advisors, LLC

CRD#6536491
Investment Advisor
in Pinellas Park, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65

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

Pinellas Park, FL

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

Total Assets Under Management

$12,680,043,622

FL Average: $9,259,360,772
Total Number of Employees

333

FL Average: 166
Total Number of Accounts

160,403

FL Average: 7,189
Average Account Size

$79,051

FL Average: $1,287,990

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

2018 - Present (6 years)

Transamerica Retirement Solutions

2018 - Present (6 years)

Transamerica Investors Securities Corporation

2017 - 2018 (1 year)

Jp Morgan Chase Bank

2017 - 2018 (1 year)

Jp Morgan Securities LLC

2015 - 2015 (< 1 year)

Wells Fargo Advisors, LLC

2015 - 2017 (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2017 (4 years)

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

Ghada El-Gamal
New Brighton, MN
Lynn Pederson
Bloomington, MN
John Illingworth
Carmel, IN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
William Ryder
Hudson, WI
Matthew Robbins
Stillwater, MN
Jared Wilson
Tampa, FL

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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started