Jana
Woodhouse
Transamerica Financial Advisors, Inc
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About this Advisor
Jana Woodhouse is a financial advisor based in New York, New York with a total of 11 years of industry experience. Woodhouse is an employee of Transamerica Financial Advisors, Inc. Woodhouse has gained experience at Wfg, Hottestpoet.Com, Jrj Business Solutions Inc, Anaj Enterprises - Tax Service, Transamerica Financial Advisors, Inc, United Health Care, College Loan Freedom, Netlaw Inc, Pinnacle Financial Services and Wealthwave. Woodhouse has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in District Of Columbia, New Jersey, New York and North Carolina. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets among its 59,659 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc offers a broad array 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 advisory services largely are based on the type of services provided. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Jana Woodhouse Work History
Jana has been registered as a financial advisor for 11 years.*
Wealthwave
Pinnacle Financial Services
United Health Care
College Loan Freedom
Netlaw Inc
Transamerica Financial Advisors, Inc
Jrj Business Solutions Inc
Wfg
Hottestpoet.Com
Anaj Enterprises - Tax Service
*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 Jana Woodhouse 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
Orem, UT
Englewood, CO
Draper, UT
Woodland Hills, CA
Braintree, MA
Cincinnati, OH
Pasadena, CA
Plano, TX
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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