Jason
Baldwin

Transamerica Retirement Advisors, LLC

CRD#4249767
Investment Advisor
in Los Angeles, CA

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About this Advisor

Jason Baldwin is a financial advisor based out of Los Angeles, California with a total of 1 year of industry experience. Baldwin is an employee of Transamerica Retirement Advisors, LLC. Baldwin has gained experience at Fidelity Brokerage Services LLC, Unemloyed, Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. Baldwin has Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to advise clients in California. Transamerica Retirement Advisors, LLC is a company based in Saint Paul, MN. It has offices in 20 locations and a total of 311 advisors. It controls $10 billion in total assets across its 147,144 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The company performs a wide assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Transamerica Retirement Advisors, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Los Angeles, CA

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Transamerica Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$10,354,682,076

CA Average: $5,289,111,388
Total Number of Employees

311

CA Average: 157
Total Number of Accounts

147,144

CA Average: 8,262
Average Account Size

$70,371

CA Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Jason Baldwin Work History

Jason has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

Transamerica Retirement Solutions

2016 - Present (8 years)

Transamerica Investors Securities Corporation

2014 - 2016 (2 years)

Unemloyed

2008 - 2014 (6 years)

Fidelity Brokerage Services LLC

*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 Jason Baldwin 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

Andrew Rizk
San Diego, CA
Kevin Miller
Southampton, NJ
Sheila Gindhart
Mukwonago, WI
Elisabeth Henderson
Saint Petersburg, FL
Brett Weston
Palm Coast, FL
Jonathan Velez
Saint Petersburg, FL
Steven Beller
Macomb, MI
Martha Reynoso
Tolleson, AZ

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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