Jasmine
Gregg

Transamerica Retirement Advisors, LLC

CRD#6101617
Investment Advisor
in Lewisville, TX

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About this Advisor

Jasmine Gregg is a financial advisor based out of Lewisville, Texas with 6 years of relevant experience. Gregg is an advisor for Transamerica Retirement Advisors, LLC. Gregg has gained experience at Capital One, Fidelity Brokerage Services LLC, Transamerica Retirement Solutions, Transamerica Investors Securities Corporation and University Of Texas In Arlington. Gregg has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Transamerica Retirement Advisors, LLC is a registered investment company based in Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 people on staff. It manages $10 billion in total assets between its 147,144 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The company has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules are based on the type of financial services. Fee types billed by Transamerica Retirement Advisors, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Lewisville, TX

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

TX Average: $5,289,111,388
Total Number of Employees

311

TX Average: 157
Total Number of Accounts

147,144

TX Average: 8,262
Average Account Size

$70,371

TX Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Jasmine Gregg Work History

Jasmine has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Transamerica Retirement Solutions

2017 - Present (7 years)

Transamerica Investors Securities Corporation

2017 - 2017 (< 1 year)

University Of Texas In Arlington

2014 - 2016 (2 years)

Fidelity Brokerage Services LLC

2013 - 2013 (< 1 year)

Capital One

*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 Jasmine Gregg 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 Retirement Advisors, LLC

Nicolas Rhodes
Fairhope, AL
John Zimnik
Saint Petersburg, FL
Barnabas White
Acworth, GA
Edward Marrone
Manitou Springs, CO
Brett Weston
Palm Coast, FL
Martha Reynoso
Tolleson, AZ
Jesus Osorio Martinez
Woodstock, GA
Elisabeth Henderson
Saint Petersburg, FL

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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