Jason Baldia Nunez

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

• 06/2016 → 08/2017
  Retired
  San Diego, CA
• 08/2017 → Present
  Wfgia
  San Diego, CA
• 03/2018 → Present
  Transamerica Financial Advisors, Llc
  San Diego, CA
• 09/2020 → Present
  Net Law Group Inc.
  Louisville, KY
• 05/2021 → Present
  United States Naval Academy Alumni Association North Texas Chapt
  Dallas, TX

Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Net Law Group Inc. / 0920-Present /Investment Related: No/ 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/Independent Contractor/ Online Estate Planning / Hrs Work: 4 / Sec trading Hrs: 4 / Introduce affordable estate planning and legal services to prosects UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION NORTH TEXAS CHAPTER POSITION: member NATURE: alumni events INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/24/2021 ADDRESS: 8529 Southwestern Blvd, Apt 2151, Dallas TX 75206, United States DESCRIPTION: "The Vice President of Membershipshall function as Administrator of the Chapter membership list and shall be responsible for the Chapter Membership Data Base and the continual updating thereof. He shall be responsible for soliciting new members for the chapter, and establishing programs to increase membership renewal." Also, no cash/funds will flow through this position, as prospects and members will interact directly on website. Volunteer service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-05
• S63 Uniform Securities Agent State Law Examination
  2018-04-30