Jeremy
Spencer
Transamerica Financial Advisors, Inc
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About this Advisor
Jeremy Spencer is a financial advisor based in Dayton, Ohio, working with Transamerica Financial Advisors, Inc. Jeremy has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Army National Guard, Mott Corp, Schindler Elevator, The Catalyst, Medical Mutual Of Ohio, Humana Inc, Anthem Insurance Company, United Health Care, Rental Property, and Tinker Bot LLC. Jeremy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Ohio. Currently, Jeremy is part of Transamerica Financial Advisors, Inc, which operates out of Dayton, Ohio. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeremy Spencer Work History
Rental Property
Medical Mutual Of Ohio
Humana Inc
Anthem Insurance Company
United Health Care
Tinker Bot LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Army National Guard
The Catalyst
Mott Corp
Schindler Elevator
Disclosures
Please visit the SEC profile of Jeremy Spencer 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
West Covina, CA
Dayton, OH
Portland, OR
Englewood, CO
Port Jefferson Station, NY
New York, NY
Villa Park, IL
Ontario, CA
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