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Jeff Scott Holtman

Transamerica Financial Advisors, Inc.

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About Jeff Scott Holtman

Jeff Scott Holtman is a financial advisor with over 18 years of experience in the industry. Jeff is currently registered with Transamerica Financial Advisors, Inc. in Centennial, Colorado. Jeff has a strong background in securities, holding Series 7 and 63 licenses, and has also passed the Securities Industry Essentials Examination (SIE). Prior to joining Transamerica Financial Advisors, Inc., Jeff worked at Farmers Financial Solutions, LLC. Jeff is dedicated to providing comprehensive financial advice and is committed to helping clients achieve their financial goals.

Firm Information

Jeff Holtman 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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Jeff Holtman’s Registration & Firm History

CO

03/13/2023 - Present

Transamerica Financial Advisors, Inc. (Centennial CO)

CO

09/17/2019 - 12/31/2020

TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)

CO

04/06/2006 - 10/03/2017

FARMERS FINANCIAL SOLUTIONS, LLC (GREENWOOD VILLAGE CO)

CA

07/10/2001 - 10/24/2005

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

TX

06/26/2000 - 06/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 08/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeff Scott Holtman.
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