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Jill Elizabeth Winter

Transamerica Retirement Advisors, LLC

South Jordan, UT

CRD 6947884

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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:

Current Employers
Transamerica Retirement Advisors, Llc

6400 C Street Sw, Cedar Rapids, IA 52499 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-07-11
  • UT RA
    APPROVED
    Since 2022-07-11

Branch Locations

South Jordan, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 04/2018 06/2020
Axa Equitable Salt Lake City UT 04/2018 06/2020
Unemployed Salt Lake City UT 09/2017 04/2018
Comphealth Salt Lake City UT 04/2016 09/2017
Equitable Advisors, Llc New York NY 04/2018 06/2022
Equitable Salt Lake City UT 04/2018 06/2022
Transamerica Investors Securities Corporation South Jordan UT 07/2022 Present
Transamerica Life Insurance Company South Jordan UT 06/2022 Present
  • 04/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2018 → 06/2020
    Axa Equitable
    Salt Lake City, UT
  • 09/2017 → 04/2018
    Unemployed
    Salt Lake City, UT
  • 04/2016 → 09/2017
    Comphealth
    Salt Lake City, UT
  • 04/2018 → 06/2022
    New York, NY
  • 04/2018 → 06/2022
    Equitable
    Salt Lake City, UT
  • 07/2022 → Present
    Transamerica Investors Securities Corporation
    South Jordan, UT
  • 06/2022 → Present
    Transamerica Life Insurance Company
    South Jordan, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-28
S63 Uniform Securities Agent State Law Examination 2018-10-26
  • S65 Uniform Investment Adviser Law Examination
    2022-04-28
  • S63 Uniform Securities Agent State Law Examination
    2018-10-26
Other Names
  • Jill Elizabeth Hilderbrand
  • Jill Elizabeth Hill

View on SEC IAPD

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