Harold
Jones
Transamerica Financial Advisors, Inc
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About this Advisor
Harold Jones is a chartered financial consultant working out of Lehi, Utah, with a total of 3 years of industry experience. Jones is an employee of Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Axa Advisors, LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Axa Advisors and Usu Uintah Basin Campus. Jones holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Utah. Transamerica Financial Advisors, Inc is an advisory company based out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 employees. It has $2 billion in assets among its 59,659 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which service is provided. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Harold Jones Work History
Harold has been registered as a financial advisor for 3 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Usu Uintah Basin Campus
Axa Advisors, LLC
Axa Advisors
*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 Harold Jones 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
Cincinnati, OH
Englewood, CO
Braintree, MA
San Antonio, TX
Braintree, MA
Draper, UT
Orem, UT
San Jose, 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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