Jeffrey Strittmatter

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

• 05/2016 → 11/2018
  Cetera Investment Services Llc
  St.CLoud, MN
• 05/2016 → 11/2018
  Cetera Investment Advisers Llc
  Houston, TX
• 05/2016 → 11/2018
  Regions Bank
  Houston, TX
• 11/2018 → 11/2020
  Invesco
  Houston, TX
• 11/2020 → 03/2021
  Unemployed
  Camas, WA
• 03/2021 → 07/2022
  Russell Investments Financial Services, Llc
  Seattle, WA
• 08/2022 → Present
  Transamerica Investors Securities Corporation
  Camas, WA
• 07/2022 → Present
  Transamerica Life Insurance Company
  Camas, WA

Previous Registrations

• 2018-11-20 → 2020-11-18
  Invesco Advisers, Inc.
  Houston, TX
  Atlanta, GA
  Texas City, TX
  Camas, WA
• 2016-05-04 → 2018-11-07
  Cetera Investment Advisers Llc
  Houston, TX
  Friendswood, TX
• 2016-02-16 → 2016-05-02
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2015-08-18 → 2016-02-02
  Cetera Investment Advisers Llc
  Cypress, TX
  Alvin, TX
  Humble, TX
• 2015-01-28 → 2015-08-18
  Capital One Advisors, Llc
  Seattle, WA
• 2013-05-15 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
  Houston, TX
• 2012-10-01 → 2013-05-22
  J.P. Morgan Securities Llc
  Houston, TX
• 2010-02-26 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
  Houston, TX
• 2009-06-29 → 2009-10-29
  Waddell & Reed
  Edmond, OK
• 2008-11-24 → 2009-06-29
  Wells Fargo Investments, Llc
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2008-11-20

Other Names

• Jeffrey Michael Strittmatter
• Jeffrey Strittmatter