Joshua Travis Wilson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 01/2019
  Edward Jones
  St. Louis, MO
• 02/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
• 02/2019 → 09/2021
  Bank Of America, N.A.
  Santa Barbara, CA
• 09/2021 → 06/2025
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → 06/2025
  Fidelity Investments
  Boston, MA
• 01/2026 → Present
  Transamerica Investors Securities, Llc
  Oceanside, CA
• 01/2026 → Present
  Transamerica Life Insurance Company
  Oceanside, CA
• 06/2025 → 01/2026
  Unemployed
  Hemet, CA

Previous Registrations

• 2025-03-31 → 2025-07-07
  Strategic Advisers Llc
  Hemet, CA
  Boston, MA
• 2021-12-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Simi Valley, CA
• 2019-04-15 → 2021-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA
  Goleta, CA
  Simi Valley, CA
  Thousand Oaks, CA
  Santa Clarita, CA
  Thousand Oaks, CA
  Simi Valley, CA
• 2016-02-26 → 2019-01-24
  Edward Jones
  San Bernardino, CA
  St Louis, MO
  Tempe, AZ
  Montecito, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-02-08

Other Names

• Joshua Wilson
• Joshua Travis Wilson
• Joshua T Wilson