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Walter Kevin Jones

Transamerica Financial Advisors, Inc.

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About Walter Kevin Jones

Walter Kevin Jones is a financial advisor registered with Transamerica Financial Advisors, Inc. Walter Kevin Jones has been in the industry since 2014 and is registered to conduct business in Kentucky. Walter Kevin Jones has experience working with clients such as individuals, high net worth individuals, pension plans, and corporations or other businesses. Walter Kevin Jones offers services like selection of other advisers and portfolio management for individuals. Walter Kevin Jones is also licensed to sell insurance products.

Firm Information

Walter Jones 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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Walter Jones’s Registration & Firm History

KY

10/04/2024 - Present

Transamerica Financial Advisors, Inc. (Campbellsville KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Kevin Jones.
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