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Jeremy Martin

Transamerica Retirement Advisors, LLC

Tampa, FL

CRD 7163783

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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
FL RA APPROVED 2022-10-11
  • FL RA
    APPROVED
    Since 2022-10-11

Branch Locations

Tampa, FL • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2019 01/2022
Northwestern Mutual Investment Services Llc Denver CO 01/2020 01/2022
Us Army Fort Carson CO 09/2014 01/2018
University Of Colorado Denver Denver CO 01/2018 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2021 01/2022
Transamerica Life Insurance Company Denver CO 01/2022 Present
Transamerica Investors Securities Corporation Denver CO 02/2022 Present
  • 08/2019 → 01/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2020 → 01/2022
    Northwestern Mutual Investment Services Llc
    Denver, CO
  • 09/2014 → 01/2018
    Us Army
    Fort Carson, CO
  • 01/2018 → Present
    University Of Colorado Denver
    Denver, CO
  • 03/2021 → 01/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2022 → Present
    Transamerica Life Insurance Company
    Denver, CO
  • 02/2022 → Present
    Transamerica Investors Securities Corporation
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-11
S63 Uniform Securities Agent State Law Examination 2020-11-24
  • S65 Uniform Investment Adviser Law Examination
    2022-01-11
  • S63 Uniform Securities Agent State Law Examination
    2020-11-24
Other Names
  • Jeremy Joseph Martin

View on SEC IAPD

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