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Jana Birma Woodhouse

Transamerica Financial Advisors, Inc.

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About Jana Birma Woodhouse

Jana Woodhouse is an investment advisor representative with Transamerica Financial Advisors, Inc. based in New York, NY. Jana has over 30 years of experience in the financial services industry and is registered with the state of New York, New Jersey, North Carolina, and the District of Columbia. Jana is a Series 6, 7, 26, 63, and 66 licensed representative. In addition to investment advice, Jana also provides Medicare plan selection, college loan assistance, and tax preparation services.

Firm Information

Jana Woodhouse 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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Jana Woodhouse’s Registration & Firm History

NY

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (NEW YORK NY)

NY

10/01/2003 - 01/06/2012

WORLD GROUP SECURITIES, INC. (NEW YORK NY)

CA

12/08/1999 - 06/07/2002

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

07/11/1996 - 12/12/1997

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NY

04/04/1994 - 12/16/1994

MONY SECURITIES CORP. (NEW YORK NY)

NA

06/20/1988 - 03/28/1994

GRIFFIN FINANCIAL SERVICES

NA

11/03/1987 - 04/27/1988

OMNI MUTUAL, INC.

NA

12/11/1984 - 08/22/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 06/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 12/07/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jana Birma Woodhouse. Review regulatory record here.
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