Invested Better
Unclaimed

Unclaimed

Unclaimed

Jay Allen Hewitt

Transamerica Retirement Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jay? Claim Your Profile

About Jay Allen Hewitt

Jay Hewitt is a financial advisor with Transamerica Retirement Advisors, LLC. Jay Hewitt has been working in the financial services industry since 1992. Jay Hewitt is currently registered in Minnesota. Previously, Jay Hewitt worked with Transamerica Financial Advisors, Inc., Transamerica Capital, Inc., Intersecurities, Inc., U.S. Bancorp Investments, Inc., Investors Brokerage Services, Inc., and American Express Financial Advisors Inc. Jay Hewitt has a strong background in providing financial advice to individuals and businesses. Jay Hewitt has a wide range of experience in helping clients with retirement planning, investment management, and other financial needs.

Firm Information

Jay Hewitt is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jay Hewitt’s Registration & Firm History

MN

12/19/2013 - Present

Transamerica Retirement Advisors, LLC (Plymouth MN)

MN

09/28/2009 - 12/31/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)

MN

04/14/2004 - 02/09/2009

TRANSAMERICA CAPITAL, INC. (MINNEAPOLIS MN)

FL

11/06/2001 - 04/16/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

MN

10/08/1999 - 06/03/2000

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

IL

09/05/1997 - 04/24/1998

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

MN

06/24/1987 - 07/19/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

Not sure if Jay Allen Hewitt is right for you?

Licenses & Designations

BOTH

Issued 11/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Allen Hewitt.
Not sure if Jay Allen Hewitt is right for you?