Jared Charley

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

• 07/2018 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 02/2018 → 07/2018
  Uber
  Gilbert, AZ
• 09/2001 → 02/2018
  Phoenix Police Department
  Phoenix, AZ
• 03/2018 → 03/2018
  Fedex Ground
  Chandler, AZ
• 04/2018 → 05/2018
  Walgreens
  Chandler, AZ
• 05/2018 → 06/2018
  Paragon Systems, Inc.
  Peoria, AZ
• 11/2019 → 07/2023
  Morgan Stanley
  Gilbert, AZ
• 09/2020 → 07/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2023 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 01/2018 → 05/2018
  Northern Arizona University
  Flagstaff, AZ
• 09/2023 → 04/2024
  Bank Of America, N.A.
  Gilbert, AZ
• 04/2024 → Present
  Transamerica Investors Securities Corporation
  Gilbert, AZ
• 04/2024 → Present
  Transamerica Life Insurance Company
  Gilbert, AZ

Previous Registrations

• 2023-08-31 → 2024-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 2020-01-17 → 2023-08-11
  Morgan Stanley
  Gilbert, AZ

Other Businesses

Rental Property 1 No Mesa, AZ 85202 Rental property Owner / Landlord Owner / Landlord 1/2011 5 hours 0 Property management, to include maintenance, receipt of rent dues, payment of mortgage

Exams

• S66 Uniform Combined State Law Examination
  2020-01-16
• S63 Uniform Securities Agent State Law Examination
  2019-03-04