Justin
Vance

Transamerica Retirement Advisors, LLC

CRD#4142861
Investment Advisor
in Naperville, IL

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About this Advisor

Justin Vance is a financial advisor based in Naperville, Illinois, working with Transamerica Retirement Advisors, LLC. Justin has previously held positions at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Justin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Justin is part of Transamerica Retirement Advisors, LLC, which operates out of Naperville, Illinois. 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 66

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

Naperville, IL

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$12,680,043,622

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

333

IL Average: 166
Total Number of Accounts

160,403

IL Average: 7,189
Average Account Size

$79,051

IL 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

Justin Vance Work History

2023 - Present (1 year)

Transamerica Investors Securities Corporation

2023 - Present (1 year)

Transamerica Life Insurance Company

2015 - 2022 (7 years)

Bank Of America, N.A

2015 - 2022 (7 years)

Name: Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2009 - 2015 (6 years)

Jpmorgan Chase Bank Na

Disclosures

Please visit the SEC profile of Justin Vance 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

Alex Adair
Minneapolis, MN
Scott Seidel
Seattle, WA
Ghada El-Gamal
New Brighton, MN
Kevin Vaughan
Denver, CO
Anita Ixcamparij
Houston, TX
Taylor Winbush
Minneapolis, MN
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.

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