Jamie
Johnson
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jamie Johnson is a financial advisor who works in San Antonio, Texas with a total of 1 year of industry experience. Johnson works at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Edward Jones, Farmers Insurance Group, Farmer Financial Solutions LLC, Cetera Advisors, Jmj Estate Holdings, LLC, Innovation Partners LLC, Ip Financial Advisory Services LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Jamie Johnson Insurance Agency and Us Air Force. Johnson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Transamerica Financial Advisors, Inc is a registered investment firm based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It has $2 billion in assets under management among its 59,659 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which service is provided. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based 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 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
Jamie Johnson Work History
Jamie has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Jmj Estate Holdings, LLC
Jamie Johnson Insurance Agency
Innovation Partners LLC
Ip Financial Advisory Services LLC
Cetera Advisors
Farmer Financial Solutions LLC
Edward Jones
Farmers Insurance Group
Us Air Force
*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 Jamie Johnson 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
Orem, UT
Bellevue, WA
Irvine, CA
Colorado Springs, CO
Woodland Hills, CA
Milpitas, CA
Braintree, MA
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.
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.
