Jitendra
Worah

Transamerica Financial Advisors, Inc

CRD#4691239
Investment Advisor
in Houston, TX

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About this Advisor

Jitendra Worah is a financial advisor based in Houston, Texas, working with Transamerica Financial Advisors, Inc. Jitendra has previously held positions at Selective American Investors, Inc, Jacobs Engineering Group, Wfgia, Transamerica Financial Advisors, Inc, Harris County Municipal Utility District #118, Inwood North Homeowners Association, Advantage Resourcing, Election Official, Harris County, Wealthwave, and S&B Engineers And Constructors LTD. Jitendra has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Jitendra is part of Transamerica Financial Advisors, Inc, which operates out of Houston, Texas. 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

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

11111 Katy Freeway Suite 730 A
Houston, TX 77079

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

TX Average: 62
Total Number of Accounts

45,001

TX Average: 2,474
Average Account Size

$35,987

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jitendra Worah Work History

2022 - Present (3 years)

Selective American Investors ,Inc

2022 - Present (3 years)

Wealthwave

2015 - Present (10 years)

Election Official, Harris County

2014 - Present (11 years)

Harris County Municipal Utility District #118

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2003 - Present (22 years)

Wfgia

2018 - 2020 (2 years)

S&B Engineers And Constructors LTD

2015 - 2024 (9 years)

Inwood North Homeowners Association

2015 - 2016 (1 year)

Advantage Resourcing

1989 - 2015 (26 years)

Jacbos Engineerinf Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jitendra Worah 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

Jonathan Fonash
Cedar Rapids, IA
Donald Coombs
Concord, CA
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Derek Thompson
New York, NY
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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