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Jonathan Manuel Velez

Transamerica Retirement Advisors, LLC

Pinellas Park, FL

CRD 6536491

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Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-06-18
  • FL RA
    APPROVED
    Since 2018-06-18

Branch Locations

Pinellas Park, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Tampa FL 03/2013 08/2017
Wells Fargo Clearing Services, Llc Tampa FL 07/2015 08/2017
Jp Morgan Chase Bank Clearwater FL 08/2017 04/2018
Jp Morgan Securities Llc Clearwater FL 08/2017 04/2018
Transamerica Retirement Solutions St. Petersburg FL 04/2018 Present
Transamerica Investors Securities Corporation St. Petersburg FL 04/2018 Present
  • 03/2013 → 08/2017
    Wells Fargo Bank, Na
    Tampa, FL
  • 07/2015 → 08/2017
    Wells Fargo Clearing Services, Llc
    Tampa, FL
  • 08/2017 → 04/2018
    Jp Morgan Chase Bank
    Clearwater, FL
  • 08/2017 → 04/2018
    Jp Morgan Securities Llc
    Clearwater, FL
  • 04/2018 → Present
    Transamerica Retirement Solutions
    St. Petersburg, FL
  • 04/2018 → Present
    Transamerica Investors Securities Corporation
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-13
S63 Uniform Securities Agent State Law Examination 2015-09-16
  • S65 Uniform Investment Adviser Law Examination
    2018-06-13
  • S63 Uniform Securities Agent State Law Examination
    2015-09-16
Other Names
  • Jonathan Manuel Velez Martell
  • Jonathan Velez

View on SEC IAPD

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