Jack
Hanson

Transamerica Financial Advisors, Inc

CRD#7467354
Investment Advisor
in Dayton, OH

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About this Advisor

Jack Hanson is a financial advisor operating out of Dayton, Ohio with 1 year of relevant experience. Hanson is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Lawson Boat And Motor and Student. Hanson maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Transamerica Financial Advisors, Inc is an advisory company that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It handles $2 billion in assets among its 59,659 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc provides 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. Financial management fees typically are based on which service is offered. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

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

8153 Garnet Drive Suite 160
Dayton, OH 45459

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

OH Average: 62
Total Number of Accounts

59,659

OH Average: 2,474
Average Account Size

$30,430

OH 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

Jack Hanson Work History

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

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

World Financial Group, Inc

2019 - Present (5 years)

Student

2017 - 2019 (2 years)

Lawson Boat And Motor

2010 - 2019 (9 years)

Student

*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 Jack Hanson 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

Karen Ahn
Draper, UT
Cyler Sanderson
Draper, UT
Qi Dong
Plano, TX
Raul Reyes
Woodland Hills, CA
James Shoblo
Colorado Springs, CO
William Carlson
Fort Myers, FL
Diego Conejo
Pasadena, CA
Weihua Wu
Irvine, CA

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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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.

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