Jeffrey S Perkins

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
IL	RA	APPROVED	2012-03-26

IL RA
APPROVED

Since 2012-03-26

Branch Locations

2000 Center Dr, Suite East C209, Hoffman Estates, IL 60192 • 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
World Financial Group	East Dundee	IL	08/2008	Present
Perkins Farm	Marengo	IL	11/2000	Present
Transamerica Financial Advisors, Inc	East Dundee	IL	01/2012	Present
Marengo Area Outreach Enterprises	Marengo	IL	01/2015	Present

08/2008 → Present

World Financial Group

East Dundee, IL
11/2000 → Present

Perkins Farm

Marengo, IL
01/2012 → Present

Transamerica Financial Advisors, Inc

East Dundee, IL
01/2015 → Present

Marengo Area Outreach Enterprises

Marengo, IL

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. PERKINS FARM, MARENO, IL,START DATE 11-2000, NOT INVESTMENT RELATED, SELLING HAY AND BEEF, 8 HR/MNTH MARENGO AREA OUTREACH ENTERPRISES; 01/01/2015; NOT INV RELATED; 829 GREENLEE STREET, MARENGO, IL 60152; BOARD MEMBER; 5 HRS/MO; 0 TRADING; THERE ARE NO DAILY ACTIVITIES, ONLY MONTHLY BOARD MEETINGS TO REVIEW OPERATIONS AND ANY PENDING DECISIONS TO GUIDE THE ACTING DIRECTORS OF THE FACILITY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-03-15
S63	Uniform Securities Agent State Law Examination	2010-02-16

S65 Uniform Investment Adviser Law Examination

2012-03-15
S63 Uniform Securities Agent State Law Examination

2010-02-16

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