Jill
Winter
Transamerica Retirement Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jill Winter is a financial advisor working out of South Jordan, Utah with a total of 1 year of relevant experience. Winter is an employee of Transamerica Retirement Advisors, LLC. During their career, Winter has held roles at Axa Advisors, LLC, Axa Equitable, Comphealth, Crump Life Insurance / Bb&T, Equitable Advisors, LLC, Equitable, Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Winter maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Utah. Transamerica Retirement Advisors, LLC is an advisory company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 financial advisors. It handles $10 billion in assets across its 147,144 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Transamerica Retirement Advisors, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Transamerica Retirement Advisors, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jill Winter Work History
Jill has been registered as a financial advisor for 1 years.*
Transamerica Investors Securities Corporation
Transamerica Life Insurance Company
Axa Advisors, LLC
Axa Equitable
Equitable Advisors, LLC
Equitable
Comphealth
Crump Life Insurance / Bb&T
*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 Jill Winter 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
Saint Petersburg, FL
Mukwonago, WI
San Diego, CA
Lewisville, TX
Vista, CA
Chandler, AZ
Macomb, MI
Acworth, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
