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Jennifer C Lewis

Transamerica Financial Advisors, Inc.

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About Jennifer C Lewis

Jennifer Lewis is a financial advisor currently registered with Transamerica Financial Advisors, Inc. Jennifer has been in the industry since 2001. In addition to Transamerica Financial Advisors, Inc., Jennifer has also worked at CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC. Jennifer specializes in retirement planning and investment management. Jennifer offers financial advice and services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jennifer Lewis 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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Jennifer Lewis’s Registration & Firm History

OH

08/01/2022 - Present

Transamerica Financial Advisors, Inc. (CINCINNATI OH)

OH

07/15/2009 - 01/14/2014

CHARLES SCHWAB & CO., INC. (CINCINNATI OH)

KY

08/16/2001 - 07/09/2009

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

TX

08/29/2000 - 07/05/2001

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

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Licenses & Designations

BOTH

Issued 01/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/22/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer C Lewis.
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