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Jonathan Paul Wosje

Transamerica Capital, Inc.

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About Jonathan Paul Wosje

Jonathan Paul Wosje is a financial professional with over 17 years of experience in the industry. Jonathan is currently registered with Transamerica Capital, Inc. and has previously held a position with JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Jonathan is licensed to provide investment advice in 11 states and has passed both the Series 6 and Series 63 examinations. He has also passed the Securities Industry Essentials Examination (SIE).

Firm Information

Jonathan Wosje is currently registered with Transamerica Capital, Inc.. Transamerica Capital, Inc. is a Corporation formed on March 14, 1977 and approved in 53 states and the SEC. The firm is registered to provide investment advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

140

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.

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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Jonathan Wosje’s Registration & Firm History

CO

08/24/2022 - Present

Transamerica Capital, Inc. (DENVER CO)

CO

05/06/2005 - 01/12/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 01/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2005

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 Paul Wosje.
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