John Thorton Kalafatis

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

• 11/2024 → 02/2025
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 12/2003 → 03/2025
  United States Navy
  Tampa, FL
• 05/2023 → 11/2024
  Finvestic Llc
  New Port Richey, FL
• 02/2025 → 02/2026
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 02/2025 → 02/2026
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 02/2025 → 02/2026
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 03/2026 → Present
  Transamerica Investors Securities, Llc
  Newport Richey, FL
• 03/2026 → Present
  Transamerica Life Insurance Company
  Newport Richey, FL

Previous Registrations

• 2025-03-10 → 2026-03-02
  First Command Advisory Services
  Tampa, FL
  Fort Worth, TX
  New Port Richey, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-17
• S63 Uniform Securities Agent State Law Examination
  2024-12-07

Other Names

• John Kalafatis