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Jeffrey Robert Huber

Transamerica Financial Advisors, Inc.

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About Jeffrey Robert Huber

Jeffrey Huber is a financial advisor at Transamerica Financial Advisors, Inc.. Jeffrey Huber is registered with FINRA as an investment advisor representative and is also registered with the states of Georgia, Indiana, Michigan, Ohio, Pennsylvania, Texas, Utah, and Virginia. Jeffrey Huber has been in the securities industry since 2002. Jeffrey Huber has previously worked at WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC.. Jeffrey Huber has been with Transamerica Financial Advisors, Inc. since 2012. Jeffrey Huber is a registered representative of Transamerica Financial Advisors, Inc. and a licensed insurance agent. Jeffrey Huber also owns and operates JEFFREY R HUBER PROPERTIES LLC and JEFFREY R HUBER WEALTH MANAGEMENT LLC. Jeffrey Huber provides financial advice and investment management services to individual and institutional clients. Jeffrey Huber specializes in retirement planning, college savings, and estate planning.

Firm Information

Jeffrey Huber 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 Huber’s Registration & Firm History

OH

07/29/2020 - Present

Transamerica Financial Advisors, Inc. (Dayton OH)

OH

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DAYTON OH)

GA

01/23/2002 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 12/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Robert Huber.
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