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Jolene Kay Henn

Transamerica Financial Advisors, Inc.

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About Jolene Kay Henn

Jolene Henn is an investment advisor representative who has been in the industry since 1987. Jolene Henn is currently registered with Transamerica Financial Advisors, Inc. and has previously been registered with CUNA BROKERAGE SERVICES, INC. and CENTURY INVESTORS OF AMERICA, INC. Jolene Henn's specializations include Portfolio Management for Individuals and Selection of Other Advisers.

Firm Information

Jolene Henn 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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Jolene Henn’s Registration & Firm History

IA

09/05/2023 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

IA

11/05/1997 - 05/09/2023

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

IA

11/22/1993 - 03/28/1996

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NA

02/04/1985 - 11/22/1993

CENTURY INVESTORS OF AMERICA, INC.

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Licenses & Designations

BOTH

Issued 03/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/15/2000

Series 24 - General Securities Principal Examination

BC

Issued 09/05/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/01/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jolene Kay Henn.
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