Best Investors Account Sign in

Aaron Richard Johnson

Transamerica Retirement Advisors, LLC

Temecula, CA

CRD 7402499

Claim This Profile
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
CA RA APPROVED 2025-11-07
  • CA RA
    APPROVED
    Since 2025-11-07

Branch Locations

Temecula, CA • 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
Fidelity Investments Covington KY 06/2021 06/2025
Healthmarkets Blue Ash OH 01/2021 03/2021
Unemployed San Marcos CA 04/2020 12/2020
Geico Poway CA 11/2019 03/2020
First Financial Bank Springdale OH 06/2018 09/2019
Pnc Bank Fairfield OH 04/2016 04/2018
Fidelity Investments Boston MA 03/2025 06/2025
Transamerica Investors Securities, Llc Temecula CA 11/2025 Present
Transamerica Life Insurance Company Temecula CA 11/2025 Present
Unemployed 30481 Red River Circle CA 07/2025 11/2025
  • 06/2021 → 06/2025
    Fidelity Investments
    Covington, KY
  • 01/2021 → 03/2021
    Healthmarkets
    Blue Ash, OH
  • 04/2020 → 12/2020
    Unemployed
    San Marcos, CA
  • 11/2019 → 03/2020
    Geico
    Poway, CA
  • 06/2018 → 09/2019
    First Financial Bank
    Springdale, OH
  • 04/2016 → 04/2018
    Pnc Bank
    Fairfield, OH
  • 03/2025 → 06/2025
    Fidelity Investments
    Boston, MA
  • 11/2025 → Present
    Transamerica Investors Securities, Llc
    Temecula, CA
  • 11/2025 → Present
    Transamerica Life Insurance Company
    Temecula, CA
  • 07/2025 → 11/2025
    Unemployed
    30481 Red River Circle, CA
Previous Registrations
  • 2025-03-31 → 2025-06-12
    Temecula, CA
    Boston, MA
  • 2022-10-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2021-12-09
  • S66 Uniform Combined State Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2021-12-09
Other Names
  • Aaron Richard Johnson
  • Aaron Johnson
  • Aaron R Johnson

View on SEC IAPD

More in Temecula, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor