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Jason Anthony Flucker-williams

Transamerica Financial Advisors, Inc.

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About Jason Anthony Flucker-williams

Jason Anthony Flucker-williams is an investment advisor representative who is registered with Transamerica Financial Advisors, Inc. Jason has been working in the industry since 2018. Jason is licensed to offer investment advisory services in Florida. Jason has passed several industry exams including the Series 63, Series 65, and Series 6TO. Jason has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Jason provides financial planning services, portfolio management, and selection of other advisers. Jason also offers insurance products through Transamerica Financial Advisors, Inc.

Firm Information

Jason Flucker-williams 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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Jason Flucker-williams’s Registration & Firm History

FL

05/07/2024 - Present

Transamerica Financial Advisors, Inc. (TAMPA FL)

FL

08/14/2021 - 02/02/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)

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Licenses & Designations

IA

Issued 06/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/14/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Anthony Flucker-williams.
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