Jana Birma Woodhouse

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → Present
  Wfg
  New York, NY
• 04/1998 → Present
  Hottestpoet.COm
  New York, NY
• 02/2005 → Present
  Jrj Business Solutions Inc.
  New York, NY
• 11/1978 → Present
  Anaj Enterprises - Tax Service
  New York, NY
• 01/2012 → Present
  Transamerica Financial Advisors
  New York, NY
• 11/2018 → Present
  United Health Care
  New York, NY
• 11/2018 → Present
  College Loan Freedom
  Henderson, NV
• 01/2016 → Present
  Netlaw Inc
  Louisville, KY
• 03/2022 → Present
  Pinnacle Financial Services
  Warminster, PA
• 02/2023 → Present
  Wealthwave
  Johns Creek, GA
• 06/2025 → Present
  Inheritguard, Llc
  Sheridan, WY

Previous Registrations

• 2009-02-17 → 2012-01-06
  Investment Advisors International, Inc.
  New York, NY

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 02/2023PRESENTWealthWaveJOHNS CREEKGeorgiaUnited StatesYesNA Pinnacle Financial Services / 0322-Present / Investment Related: No / 65 W Street Rd., St A-101, Warminster, PA 18974/ Representative / Medicare plan selection / Hrs. Work Monthly: 20 / Sec Trading Hrs: 2 /I would assist Medicare eligible individuals with Medicare plan selection and enrollment. I would attract and support teammates with sales and service of Medicare eligible individuals. United Health Care / 1018-present / INVESTMENT RELATED: NO / 116 W. 23rd street, 500 New York, NY 10011 / Agent / I will be providing Medicare information and enrollment for health care insurance / hrs work monthly: 8 / Sec trading hrs: 0 / Provide information seminars regarding Medicare Part A, B, C and D and the different providers allotted during the enrollment period. I can then provide the individuals with the appropriate service. College Loan Freedom / 1118-present / INVESTMENT RELATED: NO / 129 W Lake Mead Parkway #19 Henderson, NV 89015 / Associate / College loan assistance, this is a referral partner of WFG / hrs work monthly: 2 / Sec trading hrs: 0 / Refer potential clients in reducing college loan debt. Co name: NETLAW INC / emp dates: 0116 TO PRESENT/ INVESTMENT RELATED: NO /address: 12910 SHELBYVILLE ROAD LOUISVILLE, KY 40243/ position: REFERRAL ASSOCIATE/ nature of business: WILLS AND ESTATE PLANNING / hrs work monthly: 2 /Sec trading hrs: 0 / duties: IT IS PART OF MY PRESENTATION OF THE 6 STEPS OF FINANCIAL INDEPENDENCE OBA Amendment Update: "NETLAW INC" Co name: HOTTESTPOET.COM/ emp dates: 0498 TO PRESENT/ INVESTMENT RELATED: NO /address: NEW YORK, NY/ position: ADVISOR AND BUSINESS OPERATOR / nature of business: PRODUCTION AND ENTERTAINMENT / hrs work monthly: 2 PERCENT OF TIME /Sec trading hrs: 0 / duties: ADVISOR AND BUSINESS OPERATOR OBA Amendment Update: "HOTTESTPOET.COM" Co name: JRJ BUSINESS SOLUTIONS INC. / emp dates: 0205 TO PRESENT/ INVESTMENT RELATED: NO /address: NEW YORK, NY/ position: PRESIDENT / nature of business: REAL ESTATE / hrs work monthly: 10 PERCENT OF TIME /Sec trading hrs: 10/ duties: REAL ESTATE OBA Amendment Update: "JRJ BUSINESS SOLUTIONS INC." Co name: ANAJ ENTERPRISES - TAX SERVICE/ emp dates: 1178 TO PRESENT/ INVESTMENT RELATED: NO /address: NEW YORK, NY/ position: TAX PREPARER / nature of business: TAX AND ACCOUNTING SERVICE / hrs work monthly: 30 PERCENT OF TIME /Sec trading hrs: 0/ duties: PREPARE TAXES FOR INDIVIDUAL AND CORPORATIONS OBA Amendment Update: "ANAJ ENTERPRISES - TAX SERVICE" INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/13/2025 ADDRESS: 30 N GOULD STREET, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENT

Exams

• S66 Uniform Combined State Law Examination
  2008-06-14
• S63 Uniform Securities Agent State Law Examination
  2003-10-25