Jeffery John Dancer

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-01-01
IA	RA	APPROVED	2016-02-01

WI RA
APPROVED

Since 2025-01-01
IA RA
APPROVED

Since 2016-02-01

Branch Locations

2901 W. Beltline Highway Suite 200, Madison, WI 53713 • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Madison	WI	07/2015	Present
World Financial Group, Inc.	Madison	WI	02/2015	Present
Dancer Inc. Dba: Dancer Insurance	Iowa City	IA	09/2013	Present
H & R Block	Iowa City	IA	01/2019	Present
Debtmerica	Santa Ana	CA	06/2020	03/2022
Wealthwave	Iowa City	IA	01/2023	Present

07/2015 → Present

Transamerica Financial Advisors, Inc

Madison, WI
02/2015 → Present

World Financial Group, Inc.

Madison, WI
09/2013 → Present

Dancer Inc. Dba: Dancer Insurance

Iowa City, IA
01/2019 → Present

H & R Block

Iowa City, IA
06/2020 → 03/2022

Debtmerica

Santa Ana, CA
01/2023 → Present

Wealthwave

Iowa City, IA

Other Businesses

"Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Wealthwave | marketing | investment related | 1/2023 | Iowa City, IA | approved co-brand company through WFGIA Dancer Inc. Dba Dancer Insurance / 0913-Present / Not Inv Related/ 316 E Court St, Iowa City, Ia 52245 / Owner Of Business/ Health Insurance Sales, Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Major Medical, And Dental And Vision/ Hrs Work Monthly: 80 / Sec Trading Hrs: 3 / Sales, Contact Potential Clients To Discuss And Market Health Insurance. H&R Block/ 0119-Present / Investment Related: No/ 1630 Sycamore St, Iowa City, Iowa 52240/Tax Preparation/ Hrs Work Monthly: 80/ Sec Trading Hrs: 2/Meet With Clients To Assist Them In Completing And Filing Their Taxes.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-01-21
S63	Uniform Securities Agent State Law Examination	2015-07-31

S65 Uniform Investment Adviser Law Examination

2016-01-21
S63 Uniform Securities Agent State Law Examination

2015-07-31

View on SEC IAPD