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Jamie Michael Johnson

Transamerica Financial Advisors, Inc.

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About Jamie Michael Johnson

Jamie Johnson is a registered representative with Transamerica Financial Advisors, Inc. Jamie has been working in the financial services industry since 2015. Prior to joining Transamerica Financial Advisors, Inc., Jamie worked at Innovation Partners LLC, Cetera Advisors LLC, Farmers Financial Solutions, LLC, and Edward Jones. Jamie holds a Series 66, Series 7 and SIE license. Jamie's areas of specialization include retirement planning and insurance.

Firm Information

Jamie Johnson is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamie Johnson’s Registration & Firm History

TX

02/11/2022 - Present

Transamerica Financial Advisors, Inc. (San Antonio TX)

ID

11/01/2020 - 02/01/2022

INNOVATION PARTNERS LLC (Eagle ID)

TX

06/18/2019 - 11/09/2020

CETERA ADVISORS LLC (SAN ANTONIO TX)

TX

01/29/2015 - 06/03/2019

FARMERS FINANCIAL SOLUTIONS, LLC (SAN ANTONIO TX)

MO

09/23/2014 - 11/04/2014

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 10/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Michael Johnson.
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