Jordan Nicholas Taylor

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

• 03/2023 → 10/2023
  Uslm Financial
  Orlando, FL
• 01/2022 → 03/2023
  At&T
  Clermont, FL
• 01/2019 → 02/2022
  Olive Garden
  Clermont, FL
• 08/2018 → 02/2019
  Uno's Pizzeria
  Winter Garden, FL
• 01/2018 → 07/2018
  Target
  Ft Myers, FL
• 08/2016 → 12/2017
  Papa Johns
  Clermont, FL
• 12/2023 → 01/2025
  Charles Schwab & Co., Inc
  Orlando, FL
• 05/2025 → 04/2026
  Robinhood Markets, Inc.
  Menlo Park, CA
• 01/2018 → 01/2022
  Greer Enterprises Inc
  Mobile, AL
• 08/2026 → Present
  Transamerica Investors Securities, Llc
  Chicago, IL
• 08/2026 → Present
  Transamerica Life Insurance Company
  Chicago, IL
• 04/2026 → 08/2026
  N/A
  Chicago, IL
• 01/2025 → 05/2025
  N/A
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-02-14
• S63 Uniform Securities Agent State Law Examination
  2024-05-15

Other Names

• Jordan Taylor