Jesus Enrique Osorio Martinez

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

• 01/2019 → 11/2022
  Wells Fargo Clearing Services, Llc.
  Rosewell, GA
• 10/2018 → 11/2022
  Wells Fargo Bank Na
  Roswell, GA
• 09/2013 → 07/2017
  Wells Fargo
  Atlanta, GA
• 07/2017 → 09/2018
  Jp Morgan Chase
  Roswell, GA
• 12/2022 → Present
  Transamerica Investors Securities Corporation
  Woodstock, GA
• 12/2022 → Present
  Transamerica Life Insurance Company
  Woodstock, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-22
• S63 Uniform Securities Agent State Law Examination
  2019-05-13

Other Names

• Jesus E Osorio
• Jesus Enrique Osorio