Jordan
Hatanaka
Transamerica Financial Advisors, Inc
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About this Advisor
Jordan Hatanaka is a financial advisor operating out of South Jordan, Utah with a total of 4 years of relevant experience. Hatanaka is on the advisory team at Transamerica Financial Advisors, Inc. Throughout their career, Hatanaka has worked at Transamerica Financial Advisors, Inc, Student, World Financial Group, Inc, Certified Fire Protect, Friendly Plumber, LLC, 2A4Life and Crystal Tones LLC. Hatanaka holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Utah. Transamerica Financial Advisors, Inc is an advisory company that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in assets under management across its 59,659 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth clients 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. Financial advisory fees typically vary depending on the type of financial services offered. 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
Jordan Hatanaka Work History
Jordan has been registered as a financial advisor for 4 years.*
2A4Life
Crystal Tones LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Friendly Plumber, LLC
Transamerica Financial Advisors, Inc
Certified Fire Protect
Student
Student
*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 Jordan Hatanaka 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
Falls Church, VA
Duluth, GA
Plano, TX
Orem, UT
Woodland Hills, CA
Macon, GA
Rancho Santa Margarita, CA
San Antonio, TX
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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