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Nathan Lynn Jackman

Transamerica Financial Advisors, Inc.

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About Nathan Lynn Jackman

Nathan Jackman is a financial advisor with Transamerica Financial Advisors, Inc. based in SOUTH JORDAN, UT. Nathan has been in the financial services industry since 2003 and is registered with the state of Utah as an Investment Advisor Representative. Nathan is also registered with the states of North Carolina, Texas, Illinois, Kentucky and Vermont as a Broker. Nathan also holds a Series 6, Series 26, Series 63 and Series 65 licenses. Nathan provides investment advice to individuals, pension and profit sharing plans, charitable organizations, and high net worth individuals.

Firm Information

Nathan Jackman 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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Nathan Jackman’s Registration & Firm History

UT

06/27/2018 - Present

Transamerica Financial Advisors, Inc. (SOUTH JORDAN UT)

UT

10/14/2003 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SOUTH JORDAN UT)

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Licenses & Designations

IA

Issued 06/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Lynn Jackman.
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