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Jonathan Eli Cline

Transamerica Financial Advisors, Inc.

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About Jonathan Eli Cline

Jonathan Cline is an active Registered Representative and Investment Advisor Representative with Transamerica Financial Advisors, Inc. Jonathan has been in the securities industry since 2001. Jonathan has worked for several firms during their career, including World Group Securities, Inc. and WMA Securities, Inc. Jonathan holds Series 6, 63, 26, and 65 licenses. Jonathan is licensed in Colorado, Idaho, and Utah. Jonathan is also a Registered Representative in Idaho. In addition to their advisory work, Jonathan provides services for Transamerica Financial Advisors, Inc. and also has an independent business called Incline Associates.

Firm Information

Jonathan Cline 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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Jonathan Cline’s Registration & Firm History

ID

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (IDAHO FALLS ID)

ID

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (IDAHO FALLS ID)

GA

08/21/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Eli Cline.
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