Jason
Wetmore

Transamerica Financial Advisors, Inc

CRD#3187563
Investment Advisor
in Duluth, GA

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About this Advisor

Jason Wetmore is a financial advisor who works out of Duluth, Georgia with 1 year of industry experience. Wetmore is an advisor for Transamerica Financial Advisors, Inc. Wetmore has gained experience at Oakwood Search, Transamerica Financial Advisors, Inc and Waddell And Reed. Wetmore holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Georgia and Kansas. Transamerica Financial Advisors, Inc is an advisory business based in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It administers $2 billion in total assets between its 59,659 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management are based on which services the firm provides the client. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

11315 Johns Creek Pkwy. 2Nd Floor
Duluth, GA 30097

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

GA Average: $1,855,561,029
Total Number of Employees

1,235

GA Average: 62
Total Number of Accounts

59,659

GA Average: 2,474
Average Account Size

$30,430

GA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jason Wetmore Work History

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

2022 - Present (2 years)

Transamerica Financial Advisors, Inc

2021 - 2022 (1 year)

Oakwood Search

2011 - 2021 (10 years)

Waddell And Reed

*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 Jason Wetmore 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 Financial Advisors, Inc

Amanda Ryba
San Jose, CA
William Carlson
Fort Myers, FL
James Shoblo
Colorado Springs, CO
Tarl Reynoso
Orem, UT
David Winn
Bridgeport, MI
Julie Sun
Bellevue, WA
Diego Conejo
Pasadena, CA
Karen Ahn
Draper, UT

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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