Branch Office Supervisor
Vested in your success - 100 percent.\r\n\r\nWith decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success.\r\nWe currently handle more than $23 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. \r\n\r\nVISION\r\n\r\nThinking forward. Thinking smart.\r\n\r\nAt Transamerica Financial Advisors, Inc. we focus on creating, growing and managing wealth through a range of financial products and services. Our company's vision is \"to enhance the present and future economic well-being of our clients and representatives.\" \r\n\r\nCORPORATE OVERVIEW\r\n\r\nResourceful. Reputable. Rewarding.\r\n\r\nFor decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. \r\n\r\n\r\nCOMPANY FACTS:\r\n\r\n*Member firm of FINRA and the Securities Investors Protection Corporation \r\n*SEC Registered Investment Advisor \r\n*Clears through Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation
Jack began his career in the financial services industry in Salt Lake City, October 1979. He experienced a meteoric rise in this first year, winning multiple awards for sales and agency building. At the beginning of year two, he moved to San Diego, CA where he opened a new office and, again, experienced excellent initial success, earning the "Rookie RVP of the Year" award with that firm. After a successful endeavor building multiple offices in the Southern California area he returned to Salt Lake City in August 2002. Jack is currently registered in Utah, Colorado, Idaho, Arizona, California, & Oregon for insurance & securities products. Licensed for Advisory Services in all states except Texas, North Carolina & New Jersey. He has built a large agency with agents in 8 states including Arizona, California, Colorado, Georgia, Massachusetts, Oregon, Texas and Utah. Offering a wide array of products & services, including Investment Advisory Services, Insurance products, mutual funds, annuities, IRAs, 401(k)s, etc., Jack strives to help just about anyone. Specialties: - Mentoring, tutoring & coaching new & experienced agents and managers in the business. - Finding the real issues for individuals and families and helping them to solve those with the goal of pursuing financial independence. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) - Member FINRA, SIPC, and Registered Investment Advisor. 258963-0620
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