Jill
Pettijohn

Transamerica Financial Advisors, Inc

CRD#4282843
Investment Advisor
in Draper, UT
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About this Advisor

Jill Pettijohn is a financial advisor working in Draper, Utah, who has been in the industry for 10 years. Pettijohn is an advisor for Transamerica Financial Advisors, Inc. Over the course of their career, Pettijohn has held roles at Fidelity Brokerage Services LLC, Morgan Stanley, Connexion Point, Transamerica Financial Advisors, Inc, Ehealth Insurance, Lyft, World Financial Group, Inc, Uber Technologies Inc and Princeperelson Amp; Associates. Pettijohn holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Utah. Transamerica Financial Advisors, Inc is a registered investment firm headquartered in Draper, Utah. The firm has offices in 304 locations and a total of 1,274 advisors. It oversees $973 million in assets among its 22,673 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 22,673 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc offers 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. Fees charged by financial advisors usually depend on the type of services offered. However, fee types billed by Transamerica Financial Advisors, Inc can be comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

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, Commissions

Disclosures

No

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT Average: $750,025

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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

Jill Pettijohn Work History

Jill has 10 years of experience.

2017 - Present (2 years)

Transamerica Financial Advisors, Inc

2017 - Present (2 years)

Lyft

2017 - Present (2 years)

World Financial Group, Inc

2017 - Present (2 years)

Uber Technologies Inc

2015 - Present (4 years)

Morgan Stanley

2017 - 2017 (< 1 year)

Connexion Point

2016 - 2017 (1 year)

Ehealth Insurance

2016 - 2016 (< 1 year)

Princeperelson Amp; Associates

2015 - 2016 (1 year)

Morgan Stanley

2008 - 2015 (7 years)

Fidelity Brokerage Services LLC

2008 - 2015 (7 years)

Fidelity Brokerage Services LLC

Disclosures

Jill Pettijohn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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