Jesus
Maymi

Transamerica Financial Advisors, Inc

CRD#2502999
Investment Advisor
in New York, NY
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About this Advisor

Jesus Maymi is an advisor who lives in New York, New York. Currently a registered advisor with Transamerica Financial Advisors, Inc, Maymi has 17 years of professional experience. Maymi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Maymi is able to operate based out of New Jersey and Texas. The advisor has gained experience at Cannondale Financial LLC, J. Maymi&Assoc. Inc, Wfg, World Group Securities, Inc, Iai, Empowered Life Ministries, Visalus Sciences, Transamerica Financial Advisors, Inc and Author - Jesus Maymi. Transamerica Financial Advisors, Inc is headquartered in New York, New York, and has 304 other brick-and-mortar locations across the United States. Overall, Transamerica Financial Advisors, Inc manages $973 million in assets throughout 22,673 client accounts and retains more than 1,274 people. The firm's total assets under management makes it one of the bigger firms in the country. The firm manages 8,187 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Transamerica Financial Advisors, Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 years

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, Commissions

Disclosures

Yes

Office Location

116 West 23Rd Street Suite 500
New York, NY 10011

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

NY Average: 62
Total Number of Accounts

45,703

NY Average: 2,474
Average Account Size

$22,222

NY Average: $750,025

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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

Jesus Maymi Work History

Jesus has 17 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2012 - Present (7 years)

Author - Jesus Maymi

2007 - Present (12 years)

Empowered Life Ministries

2002 - Present (17 years)

Wfg

2002 - Present (17 years)

World Group Securities, Inc

2001 - Present (18 years)

J. Maymi&Assoc. Inc

2012 - 2012 (< 1 year)

Transamerica Financial Advisors, Inc

2011 - 2013 (2 years)

Visalus Sciences

2008 - 2012 (4 years)

Iai

2006 - 2008 (2 years)

Cannondale Financial LLC

Disclosures

Jesus Maymi has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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