Colton Ross Clevenger

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

• 06/2015 → 05/2020
  Wells Fargo Bank, Na
  Charlotte, NC
• 05/2019 → 05/2020
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 08/2014 → Present
  East Carolina University
  Greenville, NC
• 09/2014 → 10/2022
  Jpmorgan Chase Bank
  Charlotte, NC
• 09/2020 → 10/2022
  Jpmorgan Securities Llc
  Charlotte, NC
• 10/2022 → 10/2024
  Jpmorgan Chase Bank, N.A.
  Charlotte, NC
• 10/2022 → 10/2024
  J.P. Morgan Securities Llc
  Charlotte, NC
• 11/2024 → Present
  Transamerica Investors Securities Corporation
  Marshville, NC
• 11/2024 → Present
  Transamerica Life Insurance Company
  Marshville, NC

Previous Registrations

• 2020-10-02 → 2024-10-31
  J.P. Morgan Securities Llc
  Charlotte, NC
  Rock Hill, SC
  Rock Hill, SC
  Charlotte, NC
  Charlotte, NC
  Wesley Chapel, NC
• 2019-10-09 → 2020-06-18
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-09
• S63 Uniform Securities Agent State Law Examination
  2019-09-16

Other Names

• Colton Clevenger