Jerrin Jose Palathinkal

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

• 12/2016 → Present
  Transamerica Financial Advisors, Inc
  Cherry Hill, NJ
• 06/2012 → Present
  World Financial Group, Inc.
  Cherry Hill, NJ
• 12/2022 → Present
  My House
  Philadelphia, PA
• 09/2024 → Present
  Jt Legacy Holdings
  Jamison, PA
• 03/2021 → Present
  Palathinkal Services
  Philadelphia, PA

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc JT LEGACY HOLDINGS POSITION: owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2024 ADDRESS: 1844 ADAMS WAY, JAMISON PA 18929, United States DESCRIPTION: no daily activities or ongoing responsibilities except upkeep the property PALATHINKAL SERVICES POSITION: owner NATURE: tax INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2021 ADDRESS: 1332 Faunce St, Philadelphia PA 19111, United States DESCRIPTION: none RENTAL POSITION: home owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2022 ADDRESS: 1332 Faunce st, Philadelphia PA 19111, United States DESCRIPTION: Rental property. No responsibility except upkeeping the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-30
• S63 Uniform Securities Agent State Law Examination
  2017-04-20