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Jeffrey M Wolfrey

Transamerica Financial Advisors, Inc.

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About Jeffrey M Wolfrey

Jeffrey Wolfrey is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Transamerica Financial Advisors, Inc. and is a Registered Representative with the state of Nevada. Jeffrey is a licensed Investment Advisor Representative. Jeffrey has previously worked with World Group Securities, Inc., WMA Securities, Inc., and PFS Investments Inc. Jeffrey specializes in retirement planning, and is a certified professional in providing investment advice for individuals. Jeffrey has been working with Transamerica Financial Advisors, Inc. since 2012. Jeffrey is a member of the financial industry regulatory authority, FINRA. Jeffrey is committed to providing his clients with the highest level of service.

Firm Information

Jeffrey Wolfrey 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 Wolfrey’s Registration & Firm History

NV

08/31/2022 - Present

Transamerica Financial Advisors, Inc. (Las Vegas NV)

CA

01/06/2012 - 06/25/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (Ontario CA)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (WESTLAKE VILLAGE CA)

GA

05/29/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

GA

08/24/2000 - 04/05/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffrey M Wolfrey. Review regulatory record here.
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