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Jeffrey John Blochowiak

Transamerica Financial Advisors, Inc.

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About Jeffrey John Blochowiak

Jeffrey Blochowiak is a financial advisor with over 30 years of experience in the financial services industry. Currently, Jeffrey is registered with Transamerica Financial Advisors, Inc. and has been with them since January 2012. Jeffrey has previously held positions at World Group Securities, Inc., Capwest Securities, Inc., WMA Securities, Inc. and Intersecurities, Inc. Jeffrey is a Series 6, Series 26, Series 63, and Series 65 licensed professional, and is active in Georgia and Texas. Jeffrey focuses on providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. He is also experienced in providing investment advice related to insurance and non-insurance products.

Firm Information

Jeffrey Blochowiak 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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Jeffrey Blochowiak’s Registration & Firm History

GA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (ALPHARETTA GA)

GA

04/10/2003 - 01/06/2012

WORLD GROUP SECURITIES, INC. (JOHNS CREEK GA)

CO

09/10/2002 - 12/13/2002

CAPWEST SECURITIES, INC. (GREELEY CO)

GA

04/04/2002 - 09/17/2002

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

01/20/1993 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

FL

06/24/1992 - 12/31/1992

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 07/05/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jeffrey John Blochowiak. Review regulatory record here.
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